+37.8%
VALE vs HSY
+11.0%
+26.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.6% |
| 7D | -3.2% | -2.1% | -1.1% | -3.0% |
| 30D | -15.1% | +6.1% | -21.2% | -15.6% |
| 3M | -18.7% | -5.6% | -13.1% | -18.3% |
| 6M | -31.5% | -9.5% | -21.9% | -30.8% |
| YTD | -11.4% | -2.1% | -9.3% | -11.7% |
| 1Y | -1.9% | +0.8% | -2.6% | -2.6% |
| 3Y | +1.7% | -2.1% | +3.8% | -0.2% |
| All | +37.8% | +11.0% | +26.9% | +24.6% |
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