-40.7%
NOW vs VALE
+5.1%
-45.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.3% | -2.5% | +1.4% |
| 7D | -3.1% | +5.6% | -8.6% | -2.0% |
| 30D | -27.0% | -12.1% | -14.9% | -29.7% |
| 3M | -17.7% | -16.3% | -1.4% | -21.8% |
| 6M | +12.7% | -26.0% | +38.7% | +5.6% |
| YTD | -32.9% | -5.5% | -27.4% | -36.8% |
| All | -40.7% | +5.1% | -45.8% | -44.4% |
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 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