+504.4%
NOW vs VALE
+206.4%
+298.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.5% | -1.5% |
| 7D | -1.7% | -1.5% | -0.2% | -1.4% |
| 30D | -27.4% | -15.6% | -11.7% | -24.8% |
| 3M | -19.4% | -19.5% | +0.1% | -16.1% |
| 6M | +13.1% | -31.9% | +45.0% | +21.6% |
| YTD | -34.3% | -11.0% | -23.3% | -34.3% |
| 1Y | -41.8% | -2.1% | -39.6% | -43.1% |
| 3Y | -20.7% | +1.4% | -22.1% | -24.4% |
| 5Y | -27.2% | +36.2% | -63.4% | -37.7% |
| All | +504.4% | +206.4% | +298.0% | +323.4% |
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