+4.9%
VALE vs MSFU
+19.9%
-14.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.8% | +4.8% | +0.4% |
| 7D | +1.3% | -12.7% | +14.0% | +2.3% |
| 30D | -14.3% | -9.0% | -5.4% | -13.8% |
| 3M | -16.8% | +2.9% | -19.8% | -17.2% |
| 6M | -30.2% | +43.5% | -73.8% | -32.8% |
| YTD | -8.6% | -2.4% | -6.2% | -9.3% |
| 1Y | +1.6% | -13.5% | +15.1% | +2.3% |
| All | +4.9% | +19.9% | -14.9% | -5.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling