+3.7%
VALE vs TXG
+406.9%
-403.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.4% | +0.7% | +3.8% |
| 7D | -0.3% | -19.3% | +18.9% | +1.6% |
| 30D | -19.2% | -30.9% | +11.7% | -16.5% |
| 3M | -20.7% | +41.1% | -61.8% | -24.8% |
| 6M | -25.8% | +211.9% | -237.7% | -36.0% |
| YTD | -9.8% | +314.0% | -323.8% | -23.4% |
| 1Y | +3.7% | +405.4% | -401.7% | -11.6% |
| All | +3.7% | +406.9% | -403.2% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TXG.
Daily Out/Under-Performance
Portfolio return minus TXG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXG 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 TXG 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