+4.1%
VALE vs AG
+227.5%
-223.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.9% | +2.6% | -2.1% |
| 7D | +5.5% | +6.0% | -0.5% | +4.2% |
| 30D | -15.0% | -13.5% | -1.4% | -12.7% |
| 3M | -20.0% | -20.7% | +0.7% | -16.7% |
| 6M | -28.4% | -31.5% | +3.2% | -24.0% |
| YTD | -8.6% | -10.1% | +1.6% | -8.3% |
| 1Y | +2.0% | +26.0% | -24.0% | -3.8% |
| 3Y | +4.1% | +228.9% | -224.8% | -26.0% |
| All | +4.1% | +227.5% | -223.4% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 3y: compounded portfolio wealth divided by compounded AG 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…
3y analysis · Full analysis span regression · 6 months rolling