+17.9%
ONDS vs VALE
+73.0%
-55.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.1% |
| 7D | -5.0% | -0.2% | -4.8% | -4.9% |
| 30D | -25.6% | +9.7% | -35.3% | -28.7% |
| 3M | -22.1% | +5.3% | -27.4% | -24.0% |
| 6M | -27.6% | +0.5% | -28.1% | -27.2% |
| YTD | -25.7% | +20.6% | -46.3% | -30.8% |
| 1Y | +30.4% | +57.6% | -27.2% | +9.0% |
| 3Y | +695.0% | +50.6% | +644.4% | +569.1% |
| 5Y | -2.2% | +41.8% | -44.0% | -15.6% |
| All | +17.9% | +73.0% | -55.1% | -3.1% |
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