+41.5%
VALE vs AMIX
-99.9%
+141.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +1.9% |
| 7D | +2.9% | -3.4% | +6.3% | +2.9% |
| 30D | +8.8% | -54.4% | +63.2% | +9.1% |
| 3M | +6.8% | -45.7% | +52.5% | +5.9% |
| 6M | +6.9% | -49.2% | +56.1% | +6.0% |
| YTD | +22.8% | -60.3% | +83.2% | +21.9% |
| 1Y | +61.3% | -81.4% | +142.6% | +60.5% |
| All | +41.5% | -99.9% | +141.4% | +35.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling