+1,684.5%
PLTR vs VALE
+160.9%
+1,523.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.2% |
| 7D | 0.0% | -1.8% | +1.9% | +0.6% |
| 30D | -3.3% | +6.7% | -9.9% | -5.7% |
| 3M | +28.4% | +4.9% | +23.5% | +25.4% |
| 6M | +8.4% | +3.6% | +4.8% | +6.0% |
| YTD | -4.6% | +21.9% | -26.5% | -12.5% |
| 1Y | +4.4% | +61.6% | -57.1% | -13.5% |
| 3Y | +1,020.5% | +52.1% | +968.4% | +832.1% |
| 5Y | +548.8% | +43.2% | +505.6% | +435.8% |
| All | +1,684.5% | +160.9% | +1,523.6% | +793.1% |
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