-45.2%
INTU vs VALE
+3.0%
-48.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.1% | -0.6% | +4.5% |
| 7D | +8.7% | -0.3% | +9.0% | +8.4% |
| 30D | +25.9% | -19.2% | +45.1% | +19.0% |
| 3M | +10.7% | -20.7% | +31.5% | +4.1% |
| 6M | -11.6% | -25.8% | +14.2% | -17.6% |
| YTD | -45.4% | -9.8% | -35.6% | -49.1% |
| 1Y | -45.2% | +3.7% | -48.9% | -51.4% |
| All | -45.2% | +3.0% | -48.2% | -51.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling