+3.7%
VALE vs PLTU
-47.9%
+51.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.5% | +8.6% | +4.2% |
| 7D | -0.3% | -24.5% | +24.2% | +0.2% |
| 30D | -19.2% | -20.2% | +1.0% | -18.9% |
| 3M | -20.7% | +3.1% | -23.8% | -21.2% |
| 6M | -25.8% | +8.7% | -34.5% | -26.5% |
| YTD | -9.8% | -36.2% | +26.5% | -9.4% |
| 1Y | +3.7% | -47.1% | +50.8% | +5.0% |
| All | +3.7% | -47.9% | +51.6% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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