+3.7%
VALE vs AMIX
-92.3%
+96.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.0% | +7.1% | +4.1% |
| 7D | -0.3% | -25.1% | +24.8% | -0.2% |
| 30D | -19.2% | -54.5% | +35.3% | -19.0% |
| 3M | -20.7% | -91.7% | +71.0% | -20.1% |
| 6M | -25.8% | -79.4% | +53.7% | -25.8% |
| YTD | -9.8% | -86.1% | +76.3% | -10.1% |
| 1Y | +3.7% | -91.6% | +95.2% | +2.9% |
| All | +3.7% | -92.3% | +96.0% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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