+3.7%
VALE vs TECK
+59.3%
-55.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.3% | -0.2% | +2.1% |
| 7D | -0.3% | +2.3% | -2.6% | -1.5% |
| 30D | -19.2% | -5.0% | -14.2% | -17.5% |
| 3M | -20.7% | -0.3% | -20.4% | -21.2% |
| 6M | -25.8% | +13.9% | -39.6% | -31.8% |
| YTD | -9.8% | +35.2% | -45.0% | -22.4% |
| 1Y | +3.7% | +57.5% | -53.9% | -15.1% |
| All | +3.7% | +59.3% | -55.6% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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