+3.7%
VALE vs SMTC
+70.8%
-67.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -12.9% | +17.0% | +5.6% |
| 7D | -0.3% | -24.5% | +24.2% | +2.8% |
| 30D | -19.2% | -42.5% | +23.2% | -13.9% |
| 3M | -20.7% | -14.1% | -6.6% | -20.9% |
| 6M | -25.8% | +3.6% | -29.4% | -29.1% |
| YTD | -9.8% | +50.6% | -60.4% | -18.9% |
| 1Y | +3.7% | +72.2% | -68.6% | -8.8% |
| All | +3.7% | +70.8% | -67.2% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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