+3.7%
VALE vs BN
-3.9%
+7.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +6.1% | -2.0% | +1.8% |
| 7D | -0.3% | +12.0% | -12.3% | -4.6% |
| 30D | -19.2% | +17.0% | -36.2% | -24.1% |
| 3M | -20.7% | -3.2% | -17.5% | -19.3% |
| 6M | -25.8% | -3.9% | -21.9% | -24.2% |
| YTD | -9.8% | -5.6% | -4.2% | -10.9% |
| 1Y | +3.7% | -4.7% | +8.4% | +1.9% |
| All | +3.7% | -3.9% | +7.6% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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