+538.1%
VALE vs WPM
+5,972.6%
-5,434.5%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | +2.9% | +7.0% | -4.1% | +0.1% |
| 30D | +8.8% | +15.7% | -6.9% | +2.3% |
| 3M | +6.8% | +35.2% | -28.4% | -6.1% |
| 6M | +6.9% | +6.1% | +0.8% | +2.7% |
| YTD | +22.8% | +32.6% | -9.7% | +7.5% |
| 1Y | +61.3% | +46.9% | +14.3% | +34.4% |
| 3Y | +53.3% | +276.3% | -223.0% | -14.6% |
| 5Y | +44.9% | +260.0% | -215.1% | -19.6% |
| 10Y | +486.8% | +508.5% | -21.7% | +134.2% |
| All | +538.1% | +5,972.6% | -5,434.5% | -17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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