+61.2%
VALE vs URI
+7.3%
+53.9%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.3% |
| 7D | +1.6% | -2.0% | +3.6% | +1.7% |
| 30D | +5.1% | -12.9% | +18.1% | +6.0% |
| 3M | -0.4% | -6.7% | +6.3% | -0.1% |
| 6M | -2.2% | +19.0% | -21.2% | -4.0% |
| YTD | +20.5% | +25.5% | -5.0% | +14.4% |
| 1Y | +61.2% | +5.5% | +55.6% | +58.8% |
| All | +61.2% | +7.3% | +53.9% | +58.8% |
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