+3.7%
VALE vs POET
-21.9%
+25.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.1% | +8.2% | +4.4% |
| 7D | -0.3% | -16.4% | +16.1% | +0.7% |
| 30D | -19.2% | -37.5% | +18.3% | -16.9% |
| 3M | -20.7% | -43.1% | +22.3% | -18.2% |
| 6M | -25.8% | -31.4% | +5.6% | -26.6% |
| YTD | -9.8% | -22.9% | +13.1% | -17.4% |
| 1Y | +3.7% | -18.0% | +21.7% | -6.4% |
| All | +3.7% | -21.9% | +25.6% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 1y: compounded portfolio wealth divided by compounded POET 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…
1y analysis · Full analysis span regression · 6 months rolling