+37.8%
VALE vs PLUG
-97.5%
+135.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -10.5% | +10.0% | +0.3% |
| 7D | -3.2% | -23.4% | +20.3% | -1.2% |
| 30D | -15.1% | -23.4% | +8.4% | -13.4% |
| 3M | -18.7% | -51.7% | +33.0% | -14.1% |
| 6M | -31.5% | -72.0% | +40.5% | -24.8% |
| YTD | -11.4% | -43.7% | +32.2% | -9.0% |
| 1Y | -1.9% | -55.4% | +53.6% | +2.5% |
| 3Y | +1.7% | -68.0% | +69.7% | 0.0% |
| All | +37.8% | -97.5% | +135.3% | +79.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling