+2,276.6%
VALE vs BBY
+363.7%
+1,913.0%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.1% |
| 7D | -0.2% | +0.7% | -0.9% | -0.4% |
| 30D | +9.7% | +5.8% | +4.0% | +7.5% |
| 3M | +5.3% | +18.0% | -12.7% | -0.7% |
| 6M | +0.5% | +39.8% | -39.3% | -11.0% |
| YTD | +20.6% | +35.4% | -14.8% | +7.0% |
| 1Y | +57.6% | +21.4% | +36.2% | +44.1% |
| 3Y | +50.6% | +39.5% | +11.0% | +25.8% |
| 5Y | +41.8% | -0.5% | +42.3% | +26.8% |
| 10Y | +515.1% | +240.0% | +275.0% | +244.6% |
| All | +2,276.6% | +363.7% | +1,913.0% | +928.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling