+1.7%
TEAM vs VALE
+57.8%
-56.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | 0.0% |
| 7D | -5.2% | -0.3% | -4.9% | -5.2% |
| 30D | +15.8% | +8.6% | +7.1% | +18.8% |
| 3M | +101.5% | +2.0% | +99.5% | +104.9% |
| 6M | +138.2% | +2.1% | +136.1% | +141.5% |
| YTD | +10.8% | +20.2% | -9.4% | +6.9% |
| 1Y | +1.7% | +55.2% | -53.5% | -2.3% |
| All | +1.7% | +57.8% | -56.1% | -2.3% |
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