+55.2%
VALE vs SPXU
-36.3%
+91.4%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -1.2% |
| 7D | -0.3% | +2.5% | -2.7% | +0.6% |
| 30D | +8.6% | +4.2% | +4.4% | +10.3% |
| 3M | +2.0% | -9.3% | +11.2% | -1.1% |
| 6M | +2.1% | -30.7% | +32.8% | -9.7% |
| YTD | +20.2% | -28.1% | +48.4% | +7.8% |
| 1Y | +55.2% | -35.2% | +90.4% | +35.8% |
| All | +55.2% | -36.3% | +91.4% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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