+57.6%
VALE vs OPEN
-56.1%
+113.7%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.7% | +5.6% | -0.7% |
| 7D | -0.2% | -10.5% | +10.3% | +0.3% |
| 30D | +9.7% | -21.8% | +31.5% | +11.0% |
| 3M | +5.3% | -37.5% | +42.8% | +7.4% |
| 6M | +0.5% | -44.1% | +44.7% | +2.9% |
| YTD | +20.6% | -52.0% | +72.6% | +23.7% |
| 1Y | +57.6% | -52.2% | +109.8% | +61.4% |
| All | +57.6% | -56.1% | +113.7% | +61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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