+2,275.1%
VALE vs PLUG
-97.9%
+2,373.0%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.8% | -3.1% | -0.6% |
| 7D | +1.6% | -0.9% | +2.5% | +1.7% |
| 30D | +5.1% | +3.3% | +1.8% | +4.6% |
| 3M | -0.4% | -39.7% | +39.3% | +4.9% |
| 6M | -2.2% | -12.5% | +10.3% | -2.2% |
| YTD | +20.5% | +10.2% | +10.4% | +16.2% |
| 1Y | +61.2% | +50.7% | +10.5% | +46.3% |
| 3Y | +43.1% | -74.5% | +117.6% | +41.3% |
| 5Y | +34.0% | -91.8% | +125.7% | +41.6% |
| 10Y | +469.7% | +43.7% | +426.0% | +251.4% |
| All | +2,275.1% | -97.9% | +2,373.0% | +1,264.3% |
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