+36.6%
VALE vs HTZ
-85.9%
+122.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.4% |
| 7D | +1.6% | +7.5% | -5.9% | +1.0% |
| 30D | +5.1% | +47.4% | -42.3% | +1.2% |
| 3M | -0.4% | -54.9% | +54.5% | +4.1% |
| 6M | -2.2% | -47.0% | +44.8% | +0.5% |
| YTD | +20.5% | -55.3% | +75.8% | +25.3% |
| 1Y | +61.2% | -57.6% | +118.8% | +66.6% |
| 3Y | +43.1% | -86.6% | +129.7% | +61.6% |
| All | +36.6% | -85.9% | +122.5% | +54.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling