+3,847.4%
ANET vs VALE
+526.3%
+3,321.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.3% | +5.9% | +5.7% |
| 7D | +3.0% | -0.3% | +3.3% | +3.1% |
| 30D | -5.2% | +8.6% | -13.8% | -7.3% |
| 3M | +27.6% | +2.0% | +25.6% | +26.8% |
| 6M | +44.4% | +2.1% | +42.3% | +43.1% |
| YTD | +52.3% | +20.2% | +32.1% | +44.3% |
| 1Y | +30.4% | +55.2% | -24.7% | +15.7% |
| 3Y | +313.3% | +45.9% | +267.4% | +266.9% |
| 5Y | +810.0% | +41.4% | +768.6% | +685.2% |
| All | +3,847.4% | +526.3% | +3,321.1% | +2,168.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 10y: compounded portfolio wealth divided by compounded VALE 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…
10y analysis · Full analysis span regression · 6 months rolling