-4.5%
DASH vs VALE
+31.1%
-35.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.3% | -2.6% | -0.1% |
| 7D | -4.8% | +5.6% | -10.3% | -6.1% |
| 30D | -7.9% | -12.1% | +4.2% | -4.9% |
| 3M | -16.3% | -16.3% | 0.0% | -12.7% |
| 6M | +10.4% | -26.0% | +36.4% | +18.6% |
| YTD | -20.1% | -5.5% | -14.6% | -20.3% |
| 1Y | -11.4% | +6.7% | -18.1% | -14.7% |
| 3Y | +114.1% | +10.2% | +103.9% | +100.3% |
| 5Y | -5.8% | +49.7% | -55.5% | -17.9% |
| All | -4.5% | +31.1% | -35.6% | -20.1% |
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