-55.9%
ADBE vs VALE
+45.8%
-101.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.3% | -2.3% |
| 7D | -12.9% | -0.2% | -12.7% | -12.9% |
| 30D | -5.6% | +9.7% | -15.4% | -6.2% |
| 3M | +6.6% | +5.3% | +1.4% | +6.2% |
| 6M | -9.6% | +0.5% | -10.1% | -9.7% |
| YTD | -28.9% | +20.6% | -49.5% | -31.7% |
| 1Y | -28.9% | +57.6% | -86.5% | -35.3% |
| All | -55.9% | +45.8% | -101.8% | -60.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling