+1,735.1%
PLTR vs VALE
+158.1%
+1,577.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.4% |
| 7D | -6.4% | +1.6% | -8.0% | -7.1% |
| 30D | +10.0% | +5.1% | +4.9% | +7.8% |
| 3M | +23.0% | -0.4% | +23.4% | +22.5% |
| 6M | +13.8% | -2.2% | +16.0% | +13.4% |
| YTD | -1.9% | +20.5% | -22.5% | -9.7% |
| 1Y | +11.6% | +61.2% | -49.5% | -7.4% |
| 3Y | +1,048.4% | +43.1% | +1,005.3% | +875.1% |
| 5Y | +554.4% | +34.0% | +520.4% | +453.7% |
| All | +1,735.1% | +158.1% | +1,577.0% | +822.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling