-1.9%
VALE vs PLTU
-44.3%
+42.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.2% | +3.7% | -0.4% |
| 7D | -3.2% | +9.0% | -12.2% | -3.4% |
| 30D | -15.1% | -33.0% | +17.9% | -14.5% |
| 3M | -18.7% | -19.0% | +0.3% | -18.6% |
| 6M | -31.5% | +30.4% | -61.9% | -33.3% |
| YTD | -11.4% | -40.2% | +28.7% | -11.0% |
| 1Y | -1.9% | -37.8% | +35.9% | -2.4% |
| All | -1.9% | -44.3% | +42.5% | -2.4% |
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