+153.0%
DASH vs VALE
+43.9%
+109.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.4% | -4.6% |
| 7D | -10.6% | +1.6% | -12.2% | -10.9% |
| 30D | +2.2% | +5.1% | -3.0% | +0.8% |
| 3M | +32.3% | -0.4% | +32.7% | +32.2% |
| 6M | +19.1% | -2.2% | +21.3% | +19.1% |
| YTD | -6.5% | +20.5% | -27.0% | -12.3% |
| 1Y | -14.9% | +61.2% | -76.1% | -26.9% |
| All | +153.0% | +43.9% | +109.2% | +113.8% |
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