+1.7%
VALE vs BAM
+85.6%
-83.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.8% | -0.6% |
| 7D | -3.2% | -2.7% | -0.5% | -2.4% |
| 30D | -15.1% | +15.5% | -30.6% | -18.5% |
| 3M | -18.7% | -6.9% | -11.8% | -17.2% |
| 6M | -31.5% | +9.9% | -41.4% | -33.8% |
| YTD | -11.4% | +1.4% | -12.8% | -13.1% |
| 1Y | -1.9% | +3.3% | -5.1% | -4.3% |
| 3Y | +1.7% | +83.6% | -82.0% | -22.1% |
| All | +1.7% | +85.6% | -83.9% | -22.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling