+3.7%
VALE vs BBY
+33.0%
-29.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +8.0% | -3.9% | +4.0% |
| 7D | -0.3% | +4.5% | -4.9% | -0.5% |
| 30D | -19.2% | +16.0% | -35.2% | -19.4% |
| 3M | -20.7% | +18.6% | -39.3% | -20.9% |
| 6M | -25.8% | +80.1% | -105.8% | -26.0% |
| YTD | -9.8% | +57.4% | -67.2% | -9.9% |
| 1Y | +3.7% | +34.5% | -30.8% | +6.8% |
| All | +3.7% | +33.0% | -29.3% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 1y: compounded portfolio wealth divided by compounded BBY 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…
1y analysis · Full analysis span regression · 6 months rolling