+12.8%
TEAM vs VALE
+60.7%
-47.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.4% | -2.7% |
| 7D | -0.4% | +1.6% | -2.0% | +0.1% |
| 30D | +67.3% | +5.1% | +62.2% | +70.1% |
| 3M | +86.8% | -0.4% | +87.2% | +88.9% |
| 6M | +146.8% | -2.2% | +149.0% | +148.6% |
| YTD | +16.9% | +20.5% | -3.6% | +14.1% |
| 1Y | +12.8% | +61.2% | -48.4% | +22.3% |
| All | +12.8% | +60.7% | -47.9% | +22.3% |
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 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