+43.6%
VALE vs PLUG
-96.4%
+139.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +7.4% | -6.2% | +0.6% |
| 7D | +1.8% | +5.8% | -4.1% | +1.2% |
| 30D | -14.8% | -18.5% | +3.7% | -13.6% |
| 3M | -19.0% | -30.0% | +10.9% | -16.9% |
| 6M | -27.7% | -56.2% | +28.5% | -23.4% |
| YTD | -8.5% | -26.4% | +17.9% | -7.9% |
| 1Y | +2.6% | -42.2% | +44.9% | +5.0% |
| 3Y | +4.0% | -76.8% | +80.9% | +4.8% |
| All | +43.6% | -96.4% | +139.9% | +88.0% |
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