+260.6%
SNDU vs VALE
+3.5%
+257.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -0.3% | +23.9% | +24.1% |
| 7D | +35.2% | +1.6% | +33.6% | +30.6% |
| 30D | +50.8% | +5.1% | +45.7% | +33.3% |
| 3M | -43.2% | -0.4% | -42.8% | -41.1% |
| All | +260.6% | +3.5% | +257.2% | +236.0% |
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 · Available span rolling