+41.8%
VALE vs HSY
+12.8%
+29.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.3% | -1.2% |
| 7D | -0.2% | -0.4% | +0.2% | -0.2% |
| 30D | +9.7% | -3.4% | +13.2% | +10.1% |
| 3M | +5.3% | -0.5% | +5.8% | +5.2% |
| 6M | +0.5% | -19.1% | +19.7% | +2.9% |
| YTD | +20.6% | -2.1% | +22.7% | +20.3% |
| 1Y | +57.6% | -3.2% | +60.8% | +57.3% |
| 3Y | +50.6% | -8.8% | +59.4% | +49.8% |
| 5Y | +41.8% | +13.0% | +28.9% | +29.4% |
| All | +41.8% | +12.8% | +29.1% | +29.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling