+53.3%
VALE vs PAAS
+247.3%
-193.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.6% | +2.1% |
| 7D | +2.9% | +2.0% | +0.9% | +2.4% |
| 30D | +8.8% | -0.1% | +8.9% | +8.5% |
| 3M | +6.8% | +8.2% | -1.5% | +4.0% |
| 6M | +6.9% | -13.8% | +20.7% | +9.5% |
| YTD | +22.8% | -0.6% | +23.5% | +21.3% |
| 1Y | +61.3% | +44.0% | +17.3% | +45.5% |
| 3Y | +53.3% | +246.6% | -193.3% | +11.7% |
| All | +53.3% | +247.3% | -193.9% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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