+433.2%
SNDK vs VALE
+3.0%
+430.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +4.1% | -12.0% | -11.3% |
| 7D | -26.2% | -0.3% | -25.8% | -26.3% |
| 30D | -39.1% | -19.2% | -19.9% | -26.7% |
| 3M | -27.3% | -20.7% | -6.6% | -12.2% |
| 6M | -17.4% | -25.8% | +8.4% | +7.1% |
| YTD | +337.0% | -9.8% | +346.8% | +347.4% |
| 1Y | +433.2% | +3.7% | +429.5% | +345.1% |
| All | +433.2% | +3.0% | +430.2% | +345.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling