+2,275.1%
VALE vs HAS
+1,048.9%
+1,226.2%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | 0.0% |
| 7D | +1.6% | -1.8% | +3.4% | +2.4% |
| 30D | +5.1% | +2.3% | +2.9% | +3.9% |
| 3M | -0.4% | +10.4% | -10.8% | -5.2% |
| 6M | -2.2% | -3.2% | +1.0% | -2.1% |
| YTD | +20.5% | +15.4% | +5.1% | +11.3% |
| 1Y | +61.2% | +18.8% | +42.4% | +46.3% |
| 3Y | +43.1% | +43.9% | -0.8% | +14.1% |
| 5Y | +34.0% | +13.9% | +20.1% | +14.2% |
| 10Y | +469.7% | +56.4% | +413.3% | +263.9% |
| All | +2,275.1% | +1,048.9% | +1,226.2% | +483.3% |
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