-2.2%
VALE vs PLTD
-30.7%
+28.5%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -4.9% | -0.1% |
| 7D | +1.6% | +5.9% | -4.3% | +1.9% |
| 30D | +5.1% | -11.6% | +16.7% | +4.5% |
| 3M | -0.4% | -29.9% | +29.5% | -0.9% |
| 6M | -2.2% | -28.5% | +26.3% | -0.7% |
| All | -2.2% | -30.7% | +28.5% | -0.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling