+43.6%
VALE vs HTZ
-95.4%
+139.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -8.4% | +9.6% | +1.9% |
| 7D | +1.8% | -14.6% | +16.3% | +2.7% |
| 30D | -14.8% | -20.8% | +5.9% | -13.7% |
| 3M | -19.0% | -18.8% | -0.2% | -18.6% |
| 6M | -27.7% | -74.7% | +47.0% | -21.1% |
| YTD | -8.5% | -68.1% | +59.6% | -2.6% |
| 1Y | +2.6% | -73.5% | +76.1% | +10.6% |
| 3Y | +4.0% | -81.8% | +85.9% | +11.6% |
| All | +43.6% | -95.4% | +139.0% | +90.7% |
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