-6.4%
NU vs VALE
+57.8%
-64.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.3% | -2.5% |
| 7D | -4.9% | -0.3% | -4.6% | -4.8% |
| 30D | +7.8% | +8.6% | -0.8% | +3.9% |
| 3M | +20.9% | +2.0% | +18.9% | +19.6% |
| 6M | +0.9% | +2.1% | -1.2% | -1.4% |
| YTD | -12.7% | +20.2% | -32.9% | -23.4% |
| 1Y | -6.4% | +55.2% | -61.6% | -27.9% |
| All | -6.4% | +57.8% | -64.2% | -27.9% |
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