+1,843.7%
MUU vs VALE
+57.8%
+1,785.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.6% |
| 7D | -8.2% | -0.3% | -8.0% | -7.9% |
| 30D | +10.2% | +8.6% | +1.5% | -4.7% |
| 3M | -26.5% | +2.0% | -28.5% | -27.7% |
| 6M | +227.2% | +2.1% | +225.1% | +227.9% |
| YTD | +527.4% | +20.2% | +507.2% | +423.7% |
| 1Y | +1,843.7% | +55.2% | +1,788.5% | +769.5% |
| All | +1,843.7% | +57.8% | +1,785.8% | +769.5% |
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 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