+2,538.2%
MUU vs VALE
+66.7%
+2,471.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.9% | -4.9% | -5.8% |
| 7D | +13.9% | +2.9% | +11.0% | +8.7% |
| 30D | +24.8% | +8.8% | +16.0% | +7.9% |
| 3M | -15.7% | +6.8% | -22.5% | -21.8% |
| 6M | +338.9% | +6.9% | +332.0% | +309.2% |
| YTD | +563.2% | +22.8% | +540.3% | +414.8% |
| 1Y | +2,577.5% | +61.3% | +2,516.2% | +1,285.4% |
| All | +2,538.2% | +66.7% | +2,471.6% | +1,193.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling