+3.7%
VALE vs URI
+33.3%
-29.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.4% | +8.5% | +4.2% |
| 7D | -0.3% | -4.3% | +4.0% | -0.3% |
| 30D | -19.2% | +4.6% | -23.8% | -19.4% |
| 3M | -20.7% | -2.1% | -18.6% | -20.7% |
| 6M | -25.8% | +21.9% | -47.7% | -26.6% |
| YTD | -9.8% | +39.7% | -49.5% | -15.8% |
| 1Y | +3.7% | +32.9% | -29.2% | -1.1% |
| All | +3.7% | +33.3% | -29.6% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 1y: compounded portfolio wealth divided by compounded URI 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…
1y analysis · Full analysis span regression · 6 months rolling