+16.4%
FSLR vs VALE
+53.3%
-36.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.9% | +2.4% | +3.3% |
| 7D | +6.8% | +2.9% | +3.9% | +5.0% |
| 30D | -14.7% | +8.8% | -23.5% | -19.0% |
| 3M | -22.6% | +6.8% | -29.3% | -25.7% |
| 6M | +12.7% | +6.9% | +5.8% | +7.9% |
| YTD | -18.4% | +22.8% | -41.2% | -30.2% |
| 1Y | +4.9% | +61.3% | -56.3% | -25.1% |
| 3Y | +16.4% | +53.3% | -36.9% | -17.0% |
| All | +16.4% | +53.3% | -36.9% | -17.0% |
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 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