+29.8%
VALE vs BAM
+71.9%
-42.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.4% | +5.3% | +2.9% |
| 7D | +2.9% | -1.6% | +4.5% | +3.3% |
| 30D | +8.8% | -6.0% | +14.8% | +10.5% |
| 3M | +6.8% | +7.3% | -0.6% | +3.9% |
| 6M | +6.9% | +8.2% | -1.3% | +3.7% |
| YTD | +22.8% | -3.8% | +26.7% | +22.6% |
| 1Y | +61.3% | -10.7% | +72.0% | +64.2% |
| 3Y | +53.3% | +55.3% | -2.0% | +26.1% |
| All | +29.8% | +71.9% | -42.1% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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