+3.7%
VALE vs TPG
+0.9%
+2.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.7% | +0.4% | +3.8% |
| 7D | -0.3% | +12.5% | -12.8% | -1.3% |
| 30D | -19.2% | +12.7% | -31.9% | -20.1% |
| 3M | -20.7% | +3.5% | -24.2% | -21.0% |
| 6M | -25.8% | +14.1% | -39.9% | -27.4% |
| YTD | -9.8% | -18.5% | +8.7% | -11.0% |
| 1Y | +3.7% | -1.8% | +5.5% | -2.3% |
| All | +3.7% | +0.9% | +2.7% | -2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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