+102.9%
VALE vs PODD
+767.5%
-664.6%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.2% |
| 7D | +1.6% | +1.6% | 0.0% | +1.2% |
| 30D | +5.1% | +10.7% | -5.5% | +2.4% |
| 3M | -0.4% | +0.7% | -1.1% | -2.1% |
| 6M | -2.2% | -39.3% | +37.1% | +7.7% |
| YTD | +20.5% | -48.1% | +68.6% | +37.5% |
| 1Y | +61.2% | -57.4% | +118.6% | +92.0% |
| 3Y | +43.1% | -23.3% | +66.4% | +41.7% |
| 5Y | +34.0% | -51.3% | +85.2% | +42.2% |
| 10Y | +469.7% | +242.0% | +227.7% | +224.9% |
| All | +102.9% | +767.5% | -664.6% | -38.0% |
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