+165.9%
VALE vs RPRX
+52.7%
+113.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -0.3% | -8.4% | +8.1% | +1.4% |
| 30D | +8.6% | -0.6% | +9.3% | +8.7% |
| 3M | +2.0% | +6.4% | -4.4% | +0.5% |
| 6M | +2.1% | +26.6% | -24.5% | -3.1% |
| YTD | +20.2% | +53.8% | -33.5% | +9.7% |
| 1Y | +55.2% | +62.8% | -7.6% | +39.8% |
| 3Y | +45.9% | +118.0% | -72.1% | +22.7% |
| 5Y | +41.4% | +71.2% | -29.8% | +24.0% |
| All | +165.9% | +52.7% | +113.2% | +134.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 10y: compounded portfolio wealth divided by compounded RPRX 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…
10y analysis · Full analysis span regression · 6 months rolling