+506.3%
NOW vs VALE
+206.6%
+299.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.3% | +0.2% | -2.4% |
| 7D | -8.7% | +5.5% | -14.2% | -9.8% |
| 30D | -29.3% | -15.0% | -14.3% | -26.9% |
| 3M | -21.8% | -20.0% | -1.8% | -18.5% |
| 6M | +9.2% | -28.4% | +37.6% | +16.2% |
| YTD | -35.0% | -8.6% | -26.4% | -35.3% |
| 1Y | -42.5% | +2.0% | -44.5% | -44.3% |
| 3Y | -21.5% | +4.1% | -25.6% | -25.6% |
| 5Y | -25.8% | +46.4% | -72.2% | -37.6% |
| 10Y | +506.3% | +202.4% | +303.9% | +323.0% |
| All | +506.3% | +206.6% | +299.7% | +323.0% |
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