+59.2%
VALE vs ALL
+29.8%
+29.5%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -1.8% | -2.2% | +0.4% | -2.2% |
| 30D | +6.7% | -5.6% | +12.2% | +5.7% |
| 3M | +4.9% | +17.2% | -12.4% | +7.4% |
| 6M | +3.6% | +23.2% | -19.7% | +6.9% |
| YTD | +21.9% | +23.6% | -1.7% | +26.2% |
| All | +59.2% | +29.8% | +29.5% | +68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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