+3.7%
VALE vs MSFU
-2.2%
+5.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +13.5% | -9.4% | +3.8% |
| 7D | -0.3% | +8.2% | -8.5% | -0.6% |
| 30D | -19.2% | +10.2% | -29.4% | -19.4% |
| 3M | -20.7% | +22.9% | -43.6% | -21.1% |
| 6M | -25.8% | +63.2% | -89.0% | -26.7% |
| YTD | -9.8% | +11.7% | -21.5% | -12.5% |
| 1Y | +3.7% | -3.5% | +7.2% | +1.1% |
| All | +3.7% | -2.2% | +5.9% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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