+44.9%
VALE vs URA
+131.0%
-86.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.1% | -1.2% | +0.9% |
| 7D | +2.9% | +8.1% | -5.2% | +0.4% |
| 30D | +8.8% | +5.8% | +3.0% | +6.7% |
| 3M | +6.8% | +3.4% | +3.3% | +5.0% |
| 6M | +6.9% | -2.6% | +9.5% | +6.7% |
| YTD | +22.8% | +11.2% | +11.7% | +17.8% |
| 1Y | +61.3% | +19.8% | +41.4% | +49.2% |
| 3Y | +53.3% | +121.5% | -68.1% | +11.7% |
| 5Y | +44.9% | +134.5% | -89.6% | +0.1% |
| All | +44.9% | +131.0% | -86.1% | +0.1% |
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