+132.7%
SLV vs VALE
+9.0%
+123.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.3% | -0.6% | +0.4% |
| 7D | +5.6% | +5.6% | +0.1% | +1.8% |
| 30D | -12.1% | -12.1% | 0.0% | -4.0% |
| 3M | -16.3% | -16.3% | 0.0% | -5.8% |
| 6M | -34.1% | -26.0% | -8.1% | -18.9% |
| YTD | -25.3% | -5.5% | -19.8% | -16.4% |
| 1Y | +9.6% | +6.7% | +2.9% | +16.4% |
| 3Y | +132.7% | +10.2% | +122.5% | +139.3% |
| All | +132.7% | +9.0% | +123.7% | +139.3% |
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