+491.2%
VALE vs WING
+379.2%
+112.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -1.0% | -1.0% |
| 7D | -0.2% | +0.2% | -0.4% | -0.2% |
| 30D | +9.7% | -0.5% | +10.2% | +9.5% |
| 3M | +5.3% | -23.9% | +29.1% | +8.2% |
| 6M | +0.5% | -48.9% | +49.4% | +7.9% |
| YTD | +20.6% | -53.3% | +74.0% | +30.1% |
| 1Y | +57.6% | -60.3% | +117.9% | +72.7% |
| 3Y | +50.6% | -30.1% | +80.6% | +44.1% |
| 5Y | +41.8% | -36.2% | +78.0% | +34.1% |
| All | +491.2% | +379.2% | +112.0% | +275.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling