+144.4%
ADI vs VALE
+1.2%
+143.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.2% | -2.5% |
| 7D | +9.5% | -3.2% | +12.7% | +11.0% |
| 30D | -1.4% | -15.1% | +13.7% | +5.5% |
| 3M | +4.7% | -18.7% | +23.4% | +13.9% |
| 6M | -7.4% | -31.5% | +24.0% | +8.4% |
| YTD | +48.1% | -11.4% | +59.5% | +52.8% |
| 1Y | +69.6% | -1.9% | +71.5% | +66.6% |
| 3Y | +144.4% | +1.7% | +142.7% | +122.0% |
| All | +144.4% | +1.2% | +143.2% | +122.0% |
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 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