+2,396.1%
MUU vs VALE
+63.1%
+2,332.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.6% |
| 7D | -8.2% | -0.3% | -8.0% | -8.0% |
| 30D | +10.2% | +8.6% | +1.5% | -4.2% |
| 3M | -26.5% | +2.0% | -28.5% | -27.6% |
| 6M | +227.2% | +2.1% | +225.1% | +226.3% |
| YTD | +527.4% | +20.2% | +507.2% | +403.1% |
| 1Y | +1,843.7% | +55.2% | +1,788.5% | +962.1% |
| All | +2,396.1% | +63.1% | +2,332.9% | +1,164.2% |
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