+53.3%
VALE vs BUD
+48.7%
+4.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +2.2% |
| 7D | +2.9% | +0.8% | +2.2% | +2.6% |
| 30D | +8.8% | -4.8% | +13.6% | +10.8% |
| 3M | +6.8% | +1.4% | +5.4% | +5.9% |
| 6M | +6.9% | +9.9% | -3.0% | +2.5% |
| YTD | +22.8% | +26.3% | -3.5% | +11.8% |
| 1Y | +61.3% | +36.1% | +25.1% | +42.4% |
| 3Y | +53.3% | +48.6% | +4.7% | +24.5% |
| All | +53.3% | +48.7% | +4.6% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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