+4.0%
VALE vs HAS
+181.4%
-177.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.4% |
| 7D | +1.8% | -0.2% | +1.9% | +1.8% |
| 30D | -14.8% | +31.0% | -45.9% | -20.9% |
| 3M | -19.0% | +30.7% | -49.7% | -24.8% |
| 6M | -27.7% | +23.9% | -51.6% | -32.2% |
| YTD | -8.5% | +48.3% | -56.8% | -18.9% |
| 1Y | +2.6% | +60.2% | -57.6% | -11.0% |
| 3Y | +4.0% | +189.2% | -185.2% | -24.6% |
| All | +4.0% | +181.4% | -177.4% | -24.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling