+43.2%
VALE vs PODD
-54.3%
+97.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.4% |
| 7D | -1.8% | -6.9% | +5.1% | -1.0% |
| 30D | +6.7% | -3.5% | +10.1% | +7.0% |
| 3M | +4.9% | -13.6% | +18.5% | +6.0% |
| 6M | +3.6% | -42.6% | +46.2% | +11.1% |
| YTD | +21.9% | -51.5% | +73.4% | +33.8% |
| 1Y | +61.6% | -60.9% | +122.5% | +82.9% |
| 3Y | +52.1% | -19.8% | +71.9% | +49.8% |
| 5Y | +43.2% | -54.4% | +97.5% | +56.8% |
| All | +43.2% | -54.3% | +97.5% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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