+57.0%
VALE vs NVDX
+774.9%
-717.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.4% | +3.4% | -0.7% |
| 7D | -0.2% | -8.6% | +8.4% | +0.4% |
| 30D | +9.7% | -1.4% | +11.2% | +9.7% |
| 3M | +5.3% | +10.6% | -5.4% | +4.1% |
| 6M | +0.5% | +20.2% | -19.6% | -1.4% |
| YTD | +20.6% | +11.8% | +8.8% | +18.4% |
| 1Y | +57.6% | +12.9% | +44.7% | +54.2% |
| All | +57.0% | +774.9% | -717.8% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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