-40.3%
NOW vs VALE
+1.0%
-41.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | -5.6% | +1.3% | -6.9% | -5.3% |
| 30D | -26.8% | -14.3% | -12.4% | -29.7% |
| 3M | -19.4% | -16.8% | -2.6% | -23.5% |
| 6M | +12.3% | -30.2% | +42.5% | +4.2% |
| YTD | -32.9% | -8.6% | -24.3% | -37.2% |
| 1Y | -40.3% | +1.6% | -41.9% | -44.3% |
| All | -40.3% | +1.0% | -41.3% | -44.3% |
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