+41.5%
NU vs VALE
+71.4%
-29.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.3% | -2.6% |
| 7D | -4.9% | -0.3% | -4.6% | -4.8% |
| 30D | +7.8% | +8.6% | -0.8% | +4.9% |
| 3M | +20.9% | +2.0% | +18.9% | +19.9% |
| 6M | +0.9% | +2.1% | -1.2% | -0.2% |
| YTD | -12.7% | +20.2% | -32.9% | -18.1% |
| 1Y | -6.4% | +55.2% | -61.6% | -18.7% |
| 3Y | +98.1% | +45.9% | +52.2% | +71.3% |
| All | +41.5% | +71.4% | -29.9% | +16.5% |
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