+752.3%
PLTR vs VALE
+1.2%
+751.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.9% |
| 7D | +4.7% | -3.2% | +7.9% | +5.7% |
| 30D | -16.4% | -15.1% | -1.3% | -12.7% |
| 3M | -6.2% | -18.7% | +12.5% | -1.6% |
| 6M | +29.2% | -31.5% | +60.6% | +42.8% |
| YTD | -5.5% | -11.4% | +5.9% | -5.4% |
| 1Y | -2.4% | -1.9% | -0.6% | -6.2% |
| 3Y | +752.3% | +1.7% | +750.6% | +693.5% |
| All | +752.3% | +1.2% | +751.1% | +693.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling