+104.3%
VALE vs OPEN
-87.8%
+192.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -7.1% | +3.8% | -2.9% |
| 7D | +5.5% | -24.7% | +30.2% | +6.8% |
| 30D | -15.0% | -41.0% | +26.0% | -13.0% |
| 3M | -20.0% | -62.4% | +42.3% | -16.4% |
| 6M | -28.4% | -73.9% | +45.5% | -23.9% |
| YTD | -8.6% | -77.5% | +68.9% | -2.6% |
| 1Y | +2.0% | -83.6% | +85.5% | +9.9% |
| 3Y | +4.1% | -37.0% | +41.1% | -2.6% |
| 5Y | +46.4% | -93.3% | +139.7% | +47.8% |
| All | +104.3% | -87.8% | +192.1% | +87.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling