+4.9%
VALE vs HTZ
-80.7%
+85.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +9.3% | -9.3% | -0.5% |
| 7D | +1.3% | -27.4% | +28.7% | +2.9% |
| 30D | -14.3% | -11.4% | -3.0% | -14.1% |
| 3M | -16.8% | -33.1% | +16.2% | -15.5% |
| 6M | -30.2% | -73.5% | +43.3% | -25.9% |
| YTD | -8.6% | -68.1% | +59.5% | -4.3% |
| 1Y | +1.6% | -74.3% | +75.9% | +7.4% |
| All | +4.9% | -80.7% | +85.7% | +12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling