+4.7%
VALE vs BBAI
-80.9%
+85.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.7% | +7.2% | -0.3% |
| 7D | -3.2% | -14.0% | +10.8% | -2.9% |
| 30D | -15.1% | -12.4% | -2.7% | -14.9% |
| 3M | -18.7% | -42.8% | +24.1% | -17.7% |
| 6M | -31.5% | -54.6% | +23.2% | -30.3% |
| YTD | -11.4% | -64.6% | +53.2% | -9.7% |
| 1Y | -1.9% | -69.9% | +68.0% | +0.3% |
| 3Y | +1.7% | +7.3% | -5.6% | -0.8% |
| 5Y | +35.4% | -80.8% | +116.3% | +31.8% |
| All | +4.7% | -80.9% | +85.6% | +2.2% |
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 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