+417.3%
LIN vs VALE
+223.9%
+193.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.3% | -2.3% | +0.3% |
| 7D | +0.1% | +5.6% | -5.4% | -1.1% |
| 30D | +7.6% | -12.1% | +19.7% | +10.6% |
| 3M | +6.5% | -16.3% | +22.8% | +10.5% |
| 6M | +6.2% | -26.0% | +32.2% | +12.9% |
| YTD | +23.2% | -5.5% | +28.7% | +23.1% |
| 1Y | +25.4% | +6.7% | +18.7% | +21.7% |
| 3Y | +38.3% | +10.2% | +28.1% | +31.0% |
| 5Y | +64.4% | +49.7% | +14.7% | +38.6% |
| 10Y | +417.3% | +222.3% | +195.1% | +265.9% |
| All | +417.3% | +223.9% | +193.4% | +265.9% |
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