+84.6%
VALE vs PLTU
+140.2%
-55.6%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.7% |
| 7D | -1.8% | -0.8% | -1.1% | -1.9% |
| 30D | +6.7% | -8.8% | +15.5% | +6.8% |
| 3M | +4.9% | +41.7% | -36.8% | +2.0% |
| 6M | +3.6% | -9.3% | +12.9% | +2.3% |
| YTD | +21.9% | -35.2% | +57.1% | +21.7% |
| 1Y | +61.6% | -29.5% | +91.0% | +59.6% |
| All | +84.6% | +140.2% | -55.6% | +63.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling