-29.0%
ADBE vs VALE
+58.4%
-87.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.3% | -2.5% |
| 7D | -12.9% | -0.2% | -12.7% | -12.9% |
| 30D | -5.6% | +9.7% | -15.4% | -4.1% |
| 3M | +6.6% | +5.3% | +1.4% | +8.1% |
| 6M | -9.6% | +0.5% | -10.1% | -8.8% |
| YTD | -28.9% | +20.6% | -49.5% | -28.0% |
| All | -29.0% | +58.4% | -87.4% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 VALE 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