-21.5%
PINS vs VALE
+60.7%
-82.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | +1.0% | -3.2% | +4.2% | +2.0% |
| 30D | -12.0% | -15.1% | +3.1% | -7.7% |
| 3M | -17.9% | -18.7% | +0.8% | -13.0% |
| 6M | -1.0% | -31.5% | +30.4% | +10.0% |
| YTD | -26.0% | -11.4% | -14.6% | -25.5% |
| 1Y | -28.5% | -1.9% | -26.6% | -30.5% |
| 3Y | -39.2% | +1.7% | -40.9% | -42.9% |
| 5Y | -58.3% | +35.4% | -93.8% | -67.0% |
| All | -21.5% | +60.7% | -82.2% | -54.7% |
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