+2.0%
VALE vs SUI
-2.0%
+3.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -3.1% |
| 7D | +5.5% | +3.4% | +2.0% | +4.7% |
| 30D | -15.0% | +4.6% | -19.6% | -15.8% |
| 3M | -20.0% | +1.6% | -21.6% | -20.3% |
| 6M | -28.4% | -3.5% | -24.9% | -27.7% |
| YTD | -8.6% | -1.0% | -7.6% | -8.1% |
| 1Y | +2.0% | -1.7% | +3.7% | +2.3% |
| All | +2.0% | -2.0% | +3.9% | +2.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling