+44.6%
SMCI vs VALE
+45.4%
-0.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.3% | +7.6% | +7.5% |
| 7D | +1.3% | -0.3% | +1.6% | +1.5% |
| 30D | +6.6% | +8.6% | -2.0% | +0.8% |
| 3M | +25.4% | +2.0% | +23.4% | +23.9% |
| 6M | +26.1% | +2.1% | +24.0% | +27.2% |
| YTD | +37.0% | +20.2% | +16.8% | +28.4% |
| 1Y | -8.8% | +55.2% | -63.9% | -24.1% |
| 3Y | +44.6% | +45.9% | -1.3% | +11.4% |
| All | +44.6% | +45.4% | -0.8% | +11.4% |
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