-45.1%
USAR vs VALE
-2.8%
-42.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.7% |
| 7D | -0.8% | -3.2% | +2.4% | +3.4% |
| 30D | -20.9% | -15.1% | -5.9% | -4.6% |
| 3M | -56.2% | -18.7% | -37.5% | -44.6% |
| 6M | -67.9% | -31.5% | -36.4% | -48.6% |
| YTD | -31.4% | -11.4% | -20.0% | -32.5% |
| 1Y | -45.1% | -1.9% | -43.2% | -55.8% |
| All | -45.1% | -2.8% | -42.3% | -55.8% |
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