+486.8%
VALE vs HAS
+53.3%
+433.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +2.7% |
| 7D | +2.9% | -3.1% | +6.0% | +3.9% |
| 30D | +8.8% | -2.7% | +11.5% | +9.6% |
| 3M | +6.8% | +8.9% | -2.2% | +3.4% |
| 6M | +6.9% | -2.9% | +9.8% | +6.9% |
| YTD | +22.8% | +12.6% | +10.2% | +16.7% |
| 1Y | +61.3% | +17.5% | +43.8% | +50.7% |
| 3Y | +53.3% | +46.2% | +7.1% | +29.6% |
| 5Y | +44.9% | +12.6% | +32.3% | +31.1% |
| 10Y | +486.8% | +55.7% | +431.1% | +349.0% |
| All | +486.8% | +53.3% | +433.5% | +349.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded HAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling