+4.1%
VALE vs GEN
+66.2%
-62.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.7% | -4.0% | -3.3% |
| 7D | +5.5% | +1.0% | +4.5% | +5.3% |
| 30D | -15.0% | +29.1% | -44.1% | -17.8% |
| 3M | -20.0% | +2.9% | -22.9% | -20.3% |
| 6M | -28.4% | +33.6% | -62.0% | -31.9% |
| YTD | -8.6% | +12.0% | -20.6% | -10.3% |
| 1Y | +2.0% | +16.2% | -14.2% | -0.9% |
| 3Y | +4.1% | +65.1% | -61.0% | -13.4% |
| All | +4.1% | +66.2% | -62.1% | -13.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling