+547.6%
VALE vs BLDR
+389.5%
+158.1%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.9% | +6.8% | +3.0% |
| 7D | +2.9% | -0.3% | +3.2% | +2.9% |
| 30D | +8.8% | -16.2% | +25.0% | +12.7% |
| 3M | +6.8% | -14.4% | +21.2% | +9.1% |
| 6M | +6.9% | -32.8% | +39.7% | +14.9% |
| YTD | +22.8% | -39.2% | +62.0% | +34.2% |
| 1Y | +61.3% | -57.7% | +118.9% | +89.7% |
| 3Y | +53.3% | -55.3% | +108.6% | +71.5% |
| 5Y | +44.9% | +15.6% | +29.2% | +25.5% |
| 10Y | +486.8% | +359.8% | +127.0% | +246.7% |
| All | +547.6% | +389.5% | +158.1% | +195.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling