+169.4%
VALE vs OPEN
-70.7%
+240.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.3% |
| 7D | +1.6% | -4.3% | +5.9% | +1.8% |
| 30D | +5.1% | -16.2% | +21.3% | +6.0% |
| 3M | -0.4% | -36.4% | +36.0% | +1.6% |
| 6M | -2.2% | -35.5% | +33.2% | -0.5% |
| YTD | +20.5% | -46.0% | +66.5% | +23.3% |
| 1Y | +61.2% | -47.1% | +108.3% | +61.9% |
| 3Y | +43.1% | -19.0% | +62.2% | +32.4% |
| 5Y | +34.0% | -83.6% | +117.5% | +29.7% |
| All | +169.4% | -70.7% | +240.1% | +138.1% |
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