+4.9%
VALE vs BN
+102.0%
-97.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.3% |
| 7D | +1.3% | -2.4% | +3.7% | +2.2% |
| 30D | -14.3% | +13.5% | -27.9% | -18.6% |
| 3M | -16.8% | -5.9% | -10.9% | -15.0% |
| 6M | -30.2% | -8.9% | -21.3% | -27.9% |
| YTD | -8.6% | -7.9% | -0.7% | -6.8% |
| 1Y | +1.6% | -8.3% | +9.9% | +3.6% |
| All | +4.9% | +102.0% | -97.0% | -25.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling