-1.9%
VALE vs ONTO
+52.3%
-54.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.4% | -0.2% |
| 7D | -3.2% | +17.5% | -20.7% | -5.3% |
| 30D | -15.1% | -15.7% | +0.6% | -13.5% |
| 3M | -18.7% | -39.7% | +21.0% | -13.1% |
| 6M | -31.5% | -26.5% | -5.0% | -31.3% |
| YTD | -11.4% | +29.0% | -40.4% | -23.0% |
| 1Y | -1.9% | +57.0% | -58.8% | -17.5% |
| All | -1.9% | +52.3% | -54.1% | -17.5% |
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