+1.6%
VALE vs PLUG
-46.9%
+48.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.1% |
| 7D | +1.3% | -6.8% | +8.2% | +1.9% |
| 30D | -14.3% | -16.0% | +1.7% | -13.1% |
| 3M | -16.8% | -38.7% | +21.9% | -13.5% |
| 6M | -30.2% | -61.4% | +31.1% | -25.0% |
| YTD | -8.6% | -31.0% | +22.4% | -5.5% |
| 1Y | +1.6% | -46.2% | +47.9% | +8.1% |
| All | +1.6% | -46.9% | +48.5% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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