+211.0%
INTU vs VALE
+493.0%
-281.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.4% |
| 7D | -8.5% | -1.8% | -6.6% | -8.1% |
| 30D | -6.1% | +6.7% | -12.8% | -7.4% |
| 3M | +7.3% | +4.9% | +2.4% | +5.9% |
| 6M | -33.2% | +3.6% | -36.8% | -34.3% |
| YTD | -52.2% | +21.9% | -74.0% | -55.0% |
| 1Y | -52.7% | +61.6% | -114.2% | -58.3% |
| 3Y | -41.6% | +52.1% | -93.7% | -48.5% |
| 5Y | -42.6% | +43.2% | -85.8% | -50.5% |
| 10Y | +211.0% | +521.5% | -310.5% | +95.1% |
| All | +211.0% | +493.0% | -281.9% | +95.1% |
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