+47.9%
VALE vs ONTO
+113.5%
-65.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.6% |
| 7D | -1.8% | +9.4% | -11.2% | -3.1% |
| 30D | +6.7% | -4.4% | +11.1% | +6.9% |
| 3M | +4.9% | +1.6% | +3.3% | +2.6% |
| 6M | +3.6% | +45.3% | -41.7% | -4.7% |
| YTD | +21.9% | +76.4% | -54.5% | +8.8% |
| 1Y | +61.6% | +167.2% | -105.6% | +35.5% |
| All | +47.9% | +113.5% | -65.6% | +16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling