+3.7%
VALE vs BBAI
-56.6%
+60.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.2% | +2.9% | +4.0% |
| 7D | -0.3% | +4.1% | -4.4% | -0.9% |
| 30D | -19.2% | -1.9% | -17.3% | -19.1% |
| 3M | -20.7% | -18.7% | -2.0% | -18.9% |
| 6M | -25.8% | -38.6% | +12.8% | -21.7% |
| YTD | -9.8% | -52.6% | +42.8% | -3.4% |
| 1Y | +3.7% | -55.3% | +59.0% | +11.2% |
| All | +3.7% | -56.6% | +60.3% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 1y: compounded portfolio wealth divided by compounded BBAI 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…
1y analysis · Full analysis span regression · 6 months rolling