+42.6%
VALE vs BBAI
-71.8%
+114.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -1.0% |
| 7D | -0.2% | -5.4% | +5.2% | -0.1% |
| 30D | +9.7% | -15.3% | +25.1% | +10.2% |
| 3M | +5.3% | -29.9% | +35.1% | +6.1% |
| 6M | +0.5% | -30.7% | +31.3% | +1.2% |
| YTD | +20.6% | -47.8% | +68.4% | +22.0% |
| 1Y | +57.6% | -40.4% | +98.0% | +58.6% |
| 3Y | +50.6% | +66.9% | -16.3% | +45.4% |
| 5Y | +41.8% | -71.4% | +113.2% | +36.8% |
| All | +42.6% | -71.8% | +114.4% | +38.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling