+36.6%
VALE vs HAS
+13.4%
+23.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | +1.6% | -1.8% | +3.4% | +2.1% |
| 30D | +5.1% | +2.3% | +2.9% | +4.5% |
| 3M | -0.4% | +10.4% | -10.8% | -3.1% |
| 6M | -2.2% | -3.2% | +1.0% | -2.0% |
| YTD | +20.5% | +15.4% | +5.1% | +15.3% |
| 1Y | +61.2% | +18.8% | +42.4% | +52.9% |
| 3Y | +43.1% | +43.9% | -0.8% | +27.4% |
| All | +36.6% | +13.4% | +23.2% | +28.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling