+45.9%
VALE vs BBIO
+154.4%
-108.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -0.3% | -3.2% | +2.9% | +0.1% |
| 30D | +8.6% | -13.6% | +22.2% | +10.3% |
| 3M | +2.0% | +7.2% | -5.3% | +1.0% |
| 6M | +2.1% | +1.5% | +0.6% | +1.6% |
| YTD | +20.2% | -5.3% | +25.5% | +20.1% |
| 1Y | +55.2% | +37.7% | +17.4% | +49.5% |
| 3Y | +45.9% | +153.9% | -108.0% | +27.5% |
| All | +45.9% | +154.4% | -108.6% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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