+45.0%
VALE vs URA
+25.3%
+19.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.4% | -3.2% | -0.2% |
| 7D | +1.8% | -4.1% | +5.9% | +3.0% |
| 30D | -14.8% | -19.0% | +4.2% | -9.2% |
| 3M | -19.0% | -25.1% | +6.1% | -11.7% |
| 6M | -27.7% | -44.5% | +16.8% | -13.7% |
| YTD | -8.5% | -24.3% | +15.8% | -1.3% |
| 1Y | +2.6% | -28.1% | +30.8% | +12.1% |
| 3Y | +4.0% | +40.7% | -36.6% | -14.0% |
| All | +45.0% | +25.3% | +19.7% | +18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling