+1,119.4%
NBIS vs VALE
+71.7%
+1,047.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.9% | +5.8% | +6.7% |
| 7D | +22.2% | +2.9% | +19.3% | +20.2% |
| 30D | +29.7% | +8.8% | +20.9% | +23.3% |
| 3M | +11.9% | +6.8% | +5.1% | +7.8% |
| 6M | +173.0% | +6.9% | +166.1% | +160.5% |
| YTD | +191.4% | +22.8% | +168.5% | +157.7% |
| 1Y | +280.7% | +61.3% | +219.5% | +187.7% |
| All | +1,119.4% | +71.7% | +1,047.7% | +913.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling