+40.9%
VALE vs ZBRA
-40.4%
+81.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.2% | -0.6% |
| 7D | -0.3% | -3.4% | +3.1% | +0.3% |
| 30D | +8.6% | -7.4% | +16.0% | +10.0% |
| 3M | +2.0% | +57.5% | -55.5% | -6.6% |
| 6M | +2.1% | +64.0% | -61.9% | -7.4% |
| YTD | +20.2% | +44.3% | -24.1% | +10.9% |
| 1Y | +55.2% | +10.9% | +44.3% | +49.6% |
| 3Y | +45.9% | +37.5% | +8.4% | +31.3% |
| All | +40.9% | -40.4% | +81.3% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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