+184.2%
SLV vs VALE
+49.2%
+135.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.0% |
| 7D | -0.3% | +1.6% | -1.9% | -1.5% |
| 30D | +6.7% | +5.1% | +1.6% | +3.0% |
| 3M | -10.7% | -0.4% | -10.3% | -10.4% |
| 6M | -20.6% | -2.2% | -18.4% | -19.3% |
| YTD | -7.1% | +20.5% | -27.7% | -11.4% |
| 1Y | +62.0% | +61.2% | +0.8% | +38.0% |
| All | +184.2% | +49.2% | +135.0% | +148.5% |
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