+1,702.7%
VALE vs PLUG
-98.6%
+1,801.3%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +7.4% | -6.2% | +0.4% |
| 7D | +1.8% | +5.8% | -4.1% | +1.0% |
| 30D | -14.8% | -18.5% | +3.7% | -13.1% |
| 3M | -19.0% | -30.0% | +10.9% | -16.1% |
| 6M | -27.7% | -56.2% | +28.5% | -21.6% |
| YTD | -8.5% | -26.4% | +17.9% | -8.0% |
| 1Y | +2.6% | -42.2% | +44.9% | +5.6% |
| 3Y | +4.0% | -76.8% | +80.9% | +3.6% |
| 5Y | +51.2% | -96.2% | +147.4% | +75.4% |
| 10Y | +263.0% | +2.1% | +260.9% | +132.1% |
| All | +1,702.7% | -98.6% | +1,801.3% | +980.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling