+40.9%
VALE vs BBIO
+42.7%
-1.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +9.3% |
| 3M | +2.0% | +7.2% | -5.3% | +1.6% |
| 6M | +2.1% | +1.5% | +0.6% | +1.9% |
| YTD | +20.2% | -5.3% | +25.5% | +20.2% |
| 1Y | +55.2% | +37.7% | +17.4% | +52.8% |
| 3Y | +45.9% | +153.9% | -108.0% | +39.5% |
| All | +40.9% | +42.7% | -1.8% | +24.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling