+22.8%
VALE vs URA
-31.1%
+53.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.0% | -0.7% |
| 7D | +1.6% | +1.1% | +0.5% | +0.9% |
| 30D | +5.1% | +7.4% | -2.3% | +0.9% |
| 3M | -0.4% | -8.4% | +8.0% | +2.6% |
| 6M | -2.2% | -12.7% | +10.5% | +2.4% |
| YTD | +20.5% | +7.8% | +12.7% | +12.3% |
| 1Y | +61.2% | +19.5% | +41.7% | +38.5% |
| 3Y | +43.1% | +116.4% | -73.3% | -18.1% |
| 5Y | +34.0% | +134.3% | -100.3% | -34.7% |
| 10Y | +469.7% | +359.3% | +110.4% | +63.5% |
| All | +22.8% | -31.1% | +53.9% | -20.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling