+175.8%
SLV vs VALE
+204.8%
-29.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.1% |
| 7D | -5.8% | -3.2% | -2.7% | -5.0% |
| 30D | -12.1% | -15.1% | +2.9% | -8.4% |
| 3M | -24.1% | -18.7% | -5.4% | -20.0% |
| 6M | -44.4% | -31.5% | -12.9% | -38.7% |
| YTD | -31.5% | -11.4% | -20.1% | -27.6% |
| 1Y | -6.9% | -1.9% | -5.1% | -3.6% |
| 3Y | +116.0% | +1.7% | +114.3% | +120.1% |
| 5Y | +88.4% | +35.4% | +53.0% | +81.1% |
| All | +175.8% | +204.8% | -29.0% | +131.6% |
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