+34.1%
VALE vs PLTU
+121.9%
-87.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.2% | +3.7% | -0.4% |
| 7D | -3.2% | +9.0% | -12.2% | -3.5% |
| 30D | -15.1% | -33.0% | +17.9% | -14.0% |
| 3M | -18.7% | -19.0% | +0.3% | -18.5% |
| 6M | -31.5% | +30.4% | -61.9% | -33.6% |
| YTD | -11.4% | -40.2% | +28.7% | -11.7% |
| 1Y | -1.9% | -37.8% | +35.9% | -2.5% |
| All | +34.1% | +121.9% | -87.8% | +18.9% |
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