+41.4%
VALE vs UUUU
+88.5%
-47.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.3% | +5.3% | -0.1% |
| 7D | -0.2% | -5.0% | +4.8% | +0.6% |
| 30D | +9.7% | -7.8% | +17.5% | +10.8% |
| 3M | +5.3% | -0.4% | +5.7% | +4.5% |
| 6M | +0.5% | -32.9% | +33.4% | +5.0% |
| YTD | +20.6% | -6.3% | +26.9% | +19.0% |
| 1Y | +57.6% | +7.9% | +49.7% | +48.6% |
| 3Y | +50.6% | +85.2% | -34.6% | +22.4% |
| All | +41.4% | +88.5% | -47.1% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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