+77.9%
VALE vs GLXY
+15.1%
+62.8%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.7% | -0.8% | +1.7% |
| 7D | +2.9% | +15.5% | -12.5% | +1.5% |
| 30D | +8.8% | +34.1% | -25.3% | +5.8% |
| 3M | +6.8% | -11.3% | +18.1% | +7.2% |
| 6M | +6.9% | +31.6% | -24.7% | +3.2% |
| YTD | +22.8% | +21.0% | +1.8% | +18.3% |
| 1Y | +61.3% | +11.7% | +49.6% | +54.2% |
| All | +77.9% | +15.1% | +62.8% | +65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 5y: compounded portfolio wealth divided by compounded GLXY 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…
5y analysis · Full analysis span regression · 6 months rolling