+53.3%
VALE vs URA
+121.0%
-67.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.1% | -1.2% | +1.0% |
| 7D | +2.9% | +8.1% | -5.2% | +0.6% |
| 30D | +8.8% | +5.8% | +3.0% | +6.8% |
| 3M | +6.8% | +3.4% | +3.3% | +5.2% |
| 6M | +6.9% | -2.6% | +9.5% | +6.8% |
| YTD | +22.8% | +11.2% | +11.7% | +19.3% |
| 1Y | +61.3% | +19.8% | +41.4% | +52.3% |
| 3Y | +53.3% | +121.5% | -68.1% | +18.8% |
| All | +53.3% | +121.0% | -67.7% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 3y: compounded portfolio wealth divided by compounded URA 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…
3y analysis · Full analysis span regression · 6 months rolling