+61.2%
VALE vs WU
-8.3%
+69.5%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.2% |
| 7D | +1.6% | -0.8% | +2.4% | +1.6% |
| 30D | +5.1% | -1.1% | +6.2% | +5.2% |
| 3M | -0.4% | -3.9% | +3.4% | -0.7% |
| 6M | -2.2% | -20.7% | +18.5% | -0.9% |
| YTD | +20.5% | -18.4% | +38.9% | +21.6% |
| 1Y | +61.2% | -8.1% | +69.2% | +61.1% |
| All | +61.2% | -8.3% | +69.5% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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