+486.8%
VALE vs SUI
+104.3%
+382.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +2.4% |
| 7D | +2.9% | -3.1% | +6.0% | +3.9% |
| 30D | +8.8% | -2.3% | +11.1% | +9.5% |
| 3M | +6.8% | -2.8% | +9.6% | +7.4% |
| 6M | +6.9% | -12.4% | +19.3% | +11.1% |
| YTD | +22.8% | -3.3% | +26.1% | +23.6% |
| 1Y | +61.3% | -5.8% | +67.1% | +63.3% |
| 3Y | +53.3% | +12.5% | +40.8% | +43.8% |
| 5Y | +44.9% | -32.9% | +77.7% | +58.6% |
| 10Y | +486.8% | +104.4% | +382.4% | +420.0% |
| All | +486.8% | +104.3% | +382.4% | +420.0% |
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