+565.8%
PLTR vs VALE
+41.9%
+523.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.9% | -4.2% | -2.9% |
| 7D | -5.3% | +2.9% | -8.3% | -6.4% |
| 30D | -1.0% | +8.8% | -9.8% | -4.1% |
| 3M | +24.8% | +6.8% | +18.0% | +21.3% |
| 6M | +8.4% | +6.9% | +1.5% | +4.8% |
| YTD | -4.2% | +22.8% | -27.0% | -12.2% |
| 1Y | +9.1% | +61.3% | -52.2% | -9.3% |
| 3Y | +1,025.6% | +53.3% | +972.3% | +835.7% |
| 5Y | +565.8% | +44.9% | +520.9% | +478.7% |
| All | +565.8% | +41.9% | +523.9% | +478.7% |
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 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