+49.1%
VALE vs PODD
+796.9%
-747.8%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.7% | -1.0% |
| 7D | -3.2% | +4.1% | -7.3% | -4.1% |
| 30D | -15.1% | +13.9% | -28.9% | -17.8% |
| 3M | -18.7% | +4.1% | -22.8% | -19.9% |
| 6M | -31.5% | +2.4% | -33.9% | -33.3% |
| YTD | -11.4% | -46.4% | +34.9% | -0.1% |
| 1Y | -1.9% | -54.2% | +52.3% | +14.7% |
| 3Y | +1.7% | -6.9% | +8.5% | -3.5% |
| 5Y | +35.4% | -51.6% | +87.0% | +43.8% |
| 10Y | +204.8% | +329.3% | -124.5% | +63.7% |
| All | +49.1% | +796.9% | -747.8% | -55.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling