+57.6%
VALE vs GEN
+3.4%
+54.2%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.1% |
| 7D | -0.2% | -4.3% | +4.1% | -0.1% |
| 30D | +9.7% | +3.8% | +6.0% | +9.6% |
| 3M | +5.3% | +22.3% | -17.0% | +4.8% |
| 6M | +0.5% | +39.0% | -38.4% | -1.7% |
| YTD | +20.6% | +11.9% | +8.7% | +18.6% |
| 1Y | +57.6% | +4.5% | +53.1% | +52.3% |
| All | +57.6% | +3.4% | +54.2% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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