+91.3%
VALE vs PLTD
-77.3%
+168.6%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.3% | -0.4% | +2.1% |
| 7D | +2.9% | +4.5% | -1.6% | +3.3% |
| 30D | +8.8% | -0.7% | +9.5% | +8.8% |
| 3M | +6.8% | -31.0% | +37.8% | +4.2% |
| 6M | +6.9% | -24.8% | +31.7% | +5.7% |
| YTD | +22.8% | -18.6% | +41.4% | +22.7% |
| 1Y | +61.3% | -31.8% | +93.1% | +59.1% |
| All | +91.3% | -77.3% | +168.6% | +70.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling