+202.4%
VALE vs SUI
+117.1%
+85.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -3.0% |
| 7D | +5.5% | +3.4% | +2.0% | +4.4% |
| 30D | -15.0% | +4.6% | -19.6% | -16.3% |
| 3M | -20.0% | +1.6% | -21.6% | -20.6% |
| 6M | -28.4% | -3.5% | -24.9% | -27.9% |
| YTD | -8.6% | -1.0% | -7.6% | -8.8% |
| 1Y | +2.0% | -1.7% | +3.7% | +1.9% |
| 3Y | +4.1% | +18.4% | -14.3% | -4.0% |
| 5Y | +46.4% | -26.3% | +72.8% | +55.3% |
| 10Y | +202.4% | +123.3% | +79.1% | +168.1% |
| All | +202.4% | +117.1% | +85.3% | +168.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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