+42.4%
VALE vs PLTD
-78.1%
+120.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.5% | -3.4% |
| 7D | +1.3% | -1.6% | +2.9% | +1.2% |
| 30D | -14.3% | +18.5% | -32.8% | -13.2% |
| 3M | -16.8% | -2.4% | -14.4% | -16.9% |
| 6M | -30.2% | -34.6% | +4.4% | -32.1% |
| YTD | -8.6% | -21.4% | +12.8% | -8.8% |
| 1Y | +1.6% | -16.8% | +18.4% | +2.0% |
| All | +42.4% | -78.1% | +120.5% | +26.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling