+874.6%
NVDA vs VALE
+40.1%
+834.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.3% | -2.1% |
| 7D | -4.4% | -0.2% | -4.2% | -4.4% |
| 30D | +0.4% | +9.7% | -9.4% | -2.3% |
| 3M | +9.0% | +5.3% | +3.7% | +7.1% |
| 6M | +18.3% | +0.5% | +17.8% | +17.8% |
| YTD | +17.2% | +20.6% | -3.4% | +10.6% |
| 1Y | +23.3% | +57.6% | -34.3% | +7.9% |
| 3Y | +380.0% | +50.6% | +329.5% | +315.7% |
| 5Y | +874.6% | +41.8% | +832.8% | +857.8% |
| All | +874.6% | +40.1% | +834.5% | +857.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling