+1,118.6%
ABBV vs VALE
+72.8%
+1,045.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.9% | -4.9% | -3.2% |
| 7D | -4.3% | +2.9% | -7.2% | -4.6% |
| 30D | +1.1% | +8.8% | -7.7% | +0.1% |
| 3M | +12.3% | +6.8% | +5.6% | +11.3% |
| 6M | +9.8% | +6.9% | +2.9% | +8.6% |
| YTD | +11.5% | +22.8% | -11.4% | +8.2% |
| 1Y | +22.3% | +61.3% | -39.0% | +14.8% |
| 3Y | +85.2% | +53.3% | +31.9% | +73.3% |
| 5Y | +170.8% | +44.9% | +126.0% | +149.6% |
| 10Y | +485.4% | +486.8% | -1.3% | +338.9% |
| All | +1,118.6% | +72.8% | +1,045.8% | +854.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded VALE 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling