+3.7%
VALE vs IBB
+42.2%
-38.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.6% | +1.5% | +2.9% |
| 7D | -0.3% | +2.2% | -2.6% | -1.3% |
| 30D | -19.2% | +6.3% | -25.6% | -21.6% |
| 3M | -20.7% | +16.3% | -37.0% | -27.1% |
| 6M | -25.8% | +30.0% | -55.8% | -36.9% |
| YTD | -9.8% | +31.1% | -40.9% | -23.8% |
| 1Y | +3.7% | +42.0% | -38.3% | -15.4% |
| All | +3.7% | +42.2% | -38.5% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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