+1,702.7%
VALE vs HAS
+1,376.4%
+326.3%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.5% |
| 7D | +1.8% | -0.2% | +1.9% | +1.8% |
| 30D | -14.8% | +31.0% | -45.9% | -24.8% |
| 3M | -19.0% | +30.7% | -49.7% | -28.5% |
| 6M | -27.7% | +23.9% | -51.6% | -35.3% |
| YTD | -8.5% | +48.3% | -56.8% | -24.8% |
| 1Y | +2.6% | +60.2% | -57.6% | -18.6% |
| 3Y | +4.0% | +189.2% | -185.2% | -39.5% |
| 5Y | +51.2% | +50.4% | +0.8% | +13.6% |
| 10Y | +263.0% | +104.2% | +158.8% | +104.5% |
| All | +1,702.7% | +1,376.4% | +326.3% | +294.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling