+195.3%
B vs VALE
+9.0%
+186.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.3% | +0.9% | +2.3% |
| 7D | +11.3% | +5.6% | +5.8% | +8.0% |
| 30D | +2.9% | -12.1% | +15.1% | +10.8% |
| 3M | -2.9% | -16.3% | +13.4% | +7.3% |
| 6M | -1.2% | -26.0% | +24.8% | +17.4% |
| YTD | -1.3% | -5.5% | +4.2% | +5.0% |
| 1Y | +30.4% | +6.7% | +23.7% | +31.4% |
| 3Y | +195.3% | +10.2% | +185.1% | +198.8% |
| All | +195.3% | +9.0% | +186.3% | +198.8% |
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