+144.5%
ASX vs VALE
-1.6%
+146.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.6% | -1.5% | -2.7% |
| 7D | +22.1% | -1.5% | +23.6% | +23.1% |
| 30D | -23.8% | -15.6% | -8.1% | -16.3% |
| 3M | -7.6% | -19.5% | +11.9% | +4.0% |
| 6M | +6.9% | -31.9% | +38.8% | +30.7% |
| YTD | +127.7% | -11.0% | +138.6% | +159.1% |
| 1Y | +144.5% | -2.1% | +146.6% | +170.9% |
| All | +144.5% | -1.6% | +146.2% | +170.9% |
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