+43.2%
VALE vs BBAI
-71.3%
+114.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.7% |
| 7D | -1.8% | -4.1% | +2.2% | -1.7% |
| 30D | +6.7% | -12.4% | +19.0% | +7.0% |
| 3M | +4.9% | -29.1% | +34.0% | +5.7% |
| 6M | +3.6% | -32.6% | +36.2% | +4.3% |
| YTD | +21.9% | -47.6% | +69.5% | +23.3% |
| 1Y | +61.6% | -41.0% | +102.6% | +62.6% |
| 3Y | +52.1% | +67.5% | -15.3% | +46.9% |
| 5Y | +43.2% | -71.3% | +114.4% | +34.7% |
| All | +43.2% | -71.3% | +114.4% | +34.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling