+3.7%
VALE vs PLTD
-16.1%
+19.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.4% | +1.7% | +4.2% |
| 7D | -0.3% | +14.4% | -14.8% | +0.2% |
| 30D | -19.2% | +8.6% | -27.9% | -18.9% |
| 3M | -20.7% | -9.2% | -11.5% | -21.2% |
| 6M | -25.8% | -29.5% | +3.7% | -26.5% |
| YTD | -9.8% | -20.2% | +10.4% | -9.2% |
| 1Y | +3.7% | -16.5% | +20.2% | +5.4% |
| All | +3.7% | -16.1% | +19.8% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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