+55.2%
VALE vs ONTO
+162.0%
-106.8%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -4.9% | -1.0% |
| 7D | -0.3% | +4.9% | -5.2% | -1.0% |
| 30D | +8.6% | -16.6% | +25.3% | +11.4% |
| 3M | +2.0% | -7.3% | +9.3% | +1.0% |
| 6M | +2.1% | +45.9% | -43.8% | -9.3% |
| YTD | +20.2% | +78.2% | -58.0% | +3.7% |
| 1Y | +55.2% | +159.8% | -104.7% | +25.5% |
| All | +55.2% | +162.0% | -106.8% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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