-9.5%
DASH vs VALE
+22.9%
-32.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -4.5% | -3.2% | -1.3% | -3.7% |
| 30D | -6.8% | -15.1% | +8.3% | -2.8% |
| 3M | -20.7% | -18.7% | -2.0% | -16.6% |
| 6M | +15.1% | -31.5% | +46.5% | +26.1% |
| YTD | -24.3% | -11.4% | -12.8% | -23.2% |
| 1Y | -12.1% | -1.9% | -10.3% | -13.5% |
| 3Y | +91.1% | +1.7% | +89.4% | +82.6% |
| 5Y | -30.3% | +35.4% | -65.7% | -37.7% |
| All | -9.5% | +22.9% | -32.4% | -23.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling