+2,275.1%
VALE vs GEN
+734.7%
+1,540.4%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.5% |
| 7D | +1.6% | -1.2% | +2.8% | +2.0% |
| 30D | +5.1% | +10.1% | -5.0% | +1.3% |
| 3M | -0.4% | +16.1% | -16.5% | -6.4% |
| 6M | -2.2% | +38.9% | -41.1% | -14.8% |
| YTD | +20.5% | +14.4% | +6.1% | +11.9% |
| 1Y | +61.2% | +5.9% | +55.3% | +53.8% |
| 3Y | +43.1% | +58.8% | -15.6% | +13.9% |
| 5Y | +34.0% | +24.7% | +9.3% | +12.3% |
| 10Y | +469.7% | +163.1% | +306.6% | +209.0% |
| All | +2,275.1% | +734.7% | +1,540.4% | +748.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling