+146.5%
ASX vs VALE
+3.0%
+143.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +4.1% | -8.0% | -6.0% |
| 7D | -14.6% | -0.3% | -14.2% | -14.6% |
| 30D | -21.1% | -19.2% | -1.9% | -11.1% |
| 3M | -3.1% | -20.7% | +17.7% | +9.9% |
| 6M | +17.4% | -25.8% | +43.2% | +38.3% |
| YTD | +135.3% | -9.8% | +145.1% | +160.8% |
| 1Y | +146.5% | +3.7% | +142.8% | +140.2% |
| All | +146.5% | +3.0% | +143.5% | +140.2% |
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