+57.6%
VALE vs PLTD
-25.5%
+83.0%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.3% | -3.3% | -0.9% |
| 7D | -0.2% | +9.9% | -10.1% | +0.4% |
| 30D | +9.7% | +3.8% | +5.9% | +10.0% |
| 3M | +5.3% | -32.3% | +37.6% | +2.7% |
| 6M | +0.5% | -25.9% | +26.4% | 0.0% |
| YTD | +20.6% | -16.4% | +37.0% | +21.8% |
| 1Y | +57.6% | -25.2% | +82.8% | +59.2% |
| All | +57.6% | -25.5% | +83.0% | +59.2% |
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