+61.3%
VALE vs SUI
-5.1%
+66.3%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +2.1% |
| 7D | +2.9% | -3.1% | +6.0% | +3.4% |
| 30D | +8.8% | -2.3% | +11.1% | +9.2% |
| 3M | +6.8% | -2.8% | +9.6% | +7.1% |
| 6M | +6.9% | -12.4% | +19.3% | +9.2% |
| YTD | +22.8% | -3.3% | +26.1% | +24.3% |
| 1Y | +61.3% | -5.8% | +67.1% | +62.1% |
| All | +61.3% | -5.1% | +66.3% | +62.1% |
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 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