+61.2%
VALE vs EXR
+1.1%
+60.1%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +1.0% | +0.1% |
| 7D | +1.6% | -2.6% | +4.2% | +2.4% |
| 30D | +5.1% | -7.2% | +12.3% | +7.6% |
| 3M | -0.4% | -3.5% | +3.1% | +0.1% |
| 6M | -2.2% | -5.3% | +3.1% | -2.2% |
| YTD | +20.5% | +9.4% | +11.2% | +16.1% |
| 1Y | +61.2% | +1.3% | +59.9% | +54.3% |
| All | +61.2% | +1.1% | +60.1% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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