+47.9%
VALE vs HSY
-9.9%
+57.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.1% | -0.7% |
| 7D | -1.8% | -3.0% | +1.1% | -1.6% |
| 30D | +6.7% | -5.0% | +11.7% | +7.1% |
| 3M | +4.9% | -1.3% | +6.2% | +4.9% |
| 6M | +3.6% | -21.5% | +25.1% | +6.0% |
| YTD | +21.9% | -3.3% | +25.1% | +21.8% |
| 1Y | +61.6% | -5.5% | +67.0% | +61.8% |
| All | +47.9% | -9.9% | +57.8% | +55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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