+934.0%
BE vs VALE
+118.1%
+815.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.0% | -3.5% |
| 7D | +9.7% | -0.2% | +9.9% | +9.9% |
| 30D | +22.4% | +9.7% | +12.6% | +16.6% |
| 3M | +10.4% | +5.3% | +5.1% | +7.9% |
| 6M | +67.9% | +0.5% | +67.3% | +67.6% |
| YTD | +197.5% | +20.6% | +176.9% | +173.3% |
| 1Y | +310.6% | +57.6% | +253.0% | +233.1% |
| 3Y | +1,657.2% | +50.6% | +1,606.7% | +1,330.3% |
| 5Y | +1,218.2% | +41.8% | +1,176.3% | +949.5% |
| All | +934.0% | +118.1% | +815.8% | +462.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling