+87.7%
VALE vs PLTD
-77.8%
+165.5%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -4.9% | +0.1% |
| 7D | +1.6% | +5.9% | -4.3% | +2.1% |
| 30D | +5.1% | -11.6% | +16.7% | +4.1% |
| 3M | -0.4% | -29.9% | +29.5% | -2.6% |
| 6M | -2.2% | -28.5% | +26.3% | -3.7% |
| YTD | +20.5% | -20.4% | +40.9% | +20.2% |
| 1Y | +61.2% | -33.3% | +94.4% | +58.7% |
| All | +87.7% | -77.8% | +165.5% | +67.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling