+46.2%
TSLA vs VALE
+43.3%
+2.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.2% |
| 7D | +3.0% | -1.8% | +4.9% | +3.6% |
| 30D | +11.2% | +6.7% | +4.5% | +8.5% |
| 3M | -7.3% | +4.9% | -12.2% | -9.0% |
| 6M | -7.7% | +3.6% | -11.3% | -9.2% |
| YTD | -18.2% | +21.9% | -40.1% | -24.5% |
| 1Y | +6.0% | +61.6% | -55.5% | -11.2% |
| 3Y | +48.0% | +52.1% | -4.1% | +24.6% |
| 5Y | +46.2% | +43.2% | +3.0% | +37.0% |
| All | +46.2% | +43.3% | +2.9% | +37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling