+13.5%
MARA vs VALE
+45.8%
-32.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -3.3% |
| 7D | -1.5% | -0.2% | -1.3% | -1.3% |
| 30D | +18.1% | +9.7% | +8.3% | +10.3% |
| 3M | -9.4% | +5.3% | -14.7% | -12.6% |
| 6M | +33.4% | +0.5% | +32.8% | +32.9% |
| YTD | +27.3% | +20.6% | +6.7% | +11.9% |
| 1Y | -27.9% | +57.6% | -85.5% | -47.5% |
| All | +13.5% | +45.8% | -32.3% | -12.5% |
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