+51.9%
VALE vs PLUG
-73.7%
+125.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.8% | -3.1% | -0.5% |
| 7D | +1.6% | -0.9% | +2.5% | +1.7% |
| 30D | +5.1% | +3.3% | +1.8% | +4.8% |
| 3M | -0.4% | -39.7% | +39.3% | +2.8% |
| 6M | -2.2% | -12.5% | +10.3% | -2.1% |
| YTD | +20.5% | +10.2% | +10.4% | +18.2% |
| 1Y | +61.2% | +50.7% | +10.5% | +52.2% |
| All | +51.9% | -73.7% | +125.6% | +59.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling