+3.7%
VALE vs HTZ
-60.6%
+64.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +9.2% | -5.1% | +3.4% |
| 7D | -0.3% | +18.9% | -19.3% | -1.7% |
| 30D | -19.2% | +26.3% | -45.5% | -21.0% |
| 3M | -20.7% | +49.7% | -70.4% | -24.9% |
| 6M | -25.8% | -61.1% | +35.3% | -17.7% |
| YTD | -9.8% | -56.0% | +46.3% | -2.9% |
| 1Y | +3.7% | -66.4% | +70.1% | +15.0% |
| All | +3.7% | -60.6% | +64.3% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 1y: compounded portfolio wealth divided by compounded HTZ 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…
1y analysis · Full analysis span regression · 6 months rolling