+46.4%
VALE vs DLTR
+1.8%
+44.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.1% |
| 7D | -0.2% | -9.4% | +9.3% | +1.0% |
| 30D | +9.7% | -7.3% | +17.1% | +10.7% |
| 3M | +5.3% | +7.6% | -2.3% | +3.9% |
| 6M | +0.5% | +1.6% | -1.0% | -0.4% |
| YTD | +20.6% | -3.5% | +24.1% | +20.1% |
| 1Y | +57.6% | +20.0% | +37.6% | +51.8% |
| All | +46.4% | +1.8% | +44.5% | +32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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