+1,040.6%
NBIS vs VALE
+68.6%
+972.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.0% | -4.1% | -4.5% |
| 7D | +8.3% | -0.2% | +8.5% | +8.5% |
| 30D | +18.1% | +9.7% | +8.3% | +11.8% |
| 3M | +7.8% | +5.3% | +2.5% | +4.7% |
| 6M | +136.6% | +0.5% | +136.0% | +133.7% |
| YTD | +172.5% | +20.6% | +151.9% | +143.6% |
| 1Y | +144.3% | +57.6% | +86.7% | +87.5% |
| All | +1,040.6% | +68.6% | +972.0% | +858.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling