+41.8%
VALE vs BLDR
+7.7%
+34.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.9% | +2.9% | -0.4% |
| 7D | -0.2% | -8.1% | +7.9% | +1.1% |
| 30D | +9.7% | -21.5% | +31.2% | +14.0% |
| 3M | +5.3% | -21.0% | +26.2% | +8.5% |
| 6M | +0.5% | -37.1% | +37.6% | +7.5% |
| YTD | +20.6% | -42.7% | +63.3% | +30.5% |
| 1Y | +57.6% | -58.0% | +115.6% | +79.1% |
| 3Y | +50.6% | -57.8% | +108.4% | +64.7% |
| 5Y | +41.8% | +10.3% | +31.6% | +12.9% |
| All | +41.8% | +7.7% | +34.1% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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