+61.2%
VALE vs MNDY
-50.1%
+111.3%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.4% | +6.2% | -0.5% |
| 7D | +1.6% | -9.6% | +11.2% | +1.2% |
| 30D | +5.1% | -0.4% | +5.5% | +5.2% |
| 3M | -0.4% | +4.3% | -4.7% | +0.1% |
| 6M | -2.2% | +19.8% | -22.0% | -1.1% |
| YTD | +20.5% | -38.3% | +58.8% | +21.3% |
| 1Y | +61.2% | -50.1% | +111.3% | +63.7% |
| All | +61.2% | -50.1% | +111.3% | +63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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