+6.7%
VALE vs URA
+41.0%
-34.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.4% | -3.2% | 0.0% |
| 7D | +1.8% | -4.1% | +5.9% | +2.9% |
| 30D | -14.8% | -19.0% | +4.2% | -9.7% |
| 3M | -19.0% | -25.1% | +6.1% | -12.4% |
| 6M | -27.7% | -44.5% | +16.8% | -15.2% |
| YTD | -8.5% | -24.3% | +15.8% | -0.9% |
| 1Y | +2.6% | -28.1% | +30.8% | +12.2% |
| All | +6.7% | +41.0% | -34.3% | -3.3% |
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