+44.9%
VALE vs BUD
+45.2%
-0.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +10.7% |
| 3M | +6.8% | +1.4% | +5.4% | +6.0% |
| 6M | +6.9% | +9.9% | -3.0% | +3.0% |
| YTD | +22.8% | +26.3% | -3.5% | +12.8% |
| 1Y | +61.3% | +36.1% | +25.1% | +44.0% |
| 3Y | +53.3% | +48.6% | +4.7% | +31.0% |
| 5Y | +44.9% | +45.0% | -0.2% | +21.6% |
| All | +44.9% | +45.2% | -0.3% | +21.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling