+46.4%
VALE vs SPXU
-79.4%
+125.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.9% | -0.5% |
| 7D | -0.2% | +6.4% | -6.6% | +1.6% |
| 30D | +9.7% | +5.9% | +3.8% | +11.6% |
| 3M | +5.3% | -11.7% | +16.9% | +2.2% |
| 6M | +0.5% | -28.7% | +29.2% | -7.0% |
| YTD | +20.6% | -26.4% | +47.0% | +13.0% |
| 1Y | +57.6% | -35.2% | +92.8% | +43.7% |
| All | +46.4% | -79.4% | +125.8% | +0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling