+489.2%
VALE vs HUBB
+446.9%
+42.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -1.2% |
| 7D | -0.3% | -0.1% | -0.2% | -0.2% |
| 30D | +8.6% | -10.0% | +18.6% | +14.3% |
| 3M | +2.0% | -1.6% | +3.6% | +1.7% |
| 6M | +2.1% | -3.1% | +5.2% | +1.8% |
| YTD | +20.2% | +4.6% | +15.6% | +14.9% |
| 1Y | +55.2% | +3.3% | +51.8% | +48.5% |
| 3Y | +45.9% | +46.6% | -0.7% | +7.1% |
| 5Y | +41.4% | +158.7% | -117.3% | -34.0% |
| All | +489.2% | +446.9% | +42.3% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 10y: compounded portfolio wealth divided by compounded HUBB 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…
10y analysis · Full analysis span regression · 6 months rolling