+45.9%
VALE vs EOSE
+42.6%
+3.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.3% |
| 7D | -0.3% | +1.8% | -2.1% | -0.4% |
| 30D | +8.6% | -6.8% | +15.5% | +8.8% |
| 3M | +2.0% | -36.3% | +38.3% | +3.8% |
| 6M | +2.1% | -38.8% | +40.9% | +3.6% |
| YTD | +20.2% | -65.5% | +85.8% | +24.2% |
| 1Y | +55.2% | -45.3% | +100.5% | +55.8% |
| 3Y | +45.9% | +44.2% | +1.7% | +38.8% |
| All | +45.9% | +42.6% | +3.3% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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