+14,546.7%
NVDA vs VALE
+526.3%
+14,020.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -5.1% | -0.3% | -4.9% | -5.1% |
| 30D | -2.5% | +8.6% | -11.1% | -5.3% |
| 3M | +6.7% | +2.0% | +4.7% | +5.7% |
| 6M | +17.6% | +2.1% | +15.5% | +16.3% |
| YTD | +17.3% | +20.2% | -2.9% | +9.1% |
| 1Y | +23.5% | +55.2% | -31.7% | +5.0% |
| 3Y | +384.6% | +45.9% | +338.7% | +312.2% |
| 5Y | +875.4% | +41.4% | +834.0% | +700.6% |
| All | +14,546.7% | +526.3% | +14,020.4% | +8,136.4% |
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