+107.3%
VALE vs EQH
+234.7%
-127.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.9% |
| 7D | -0.3% | +0.7% | -1.0% | -0.6% |
| 30D | +8.6% | +2.8% | +5.8% | +7.0% |
| 3M | +2.0% | +23.1% | -21.1% | -7.6% |
| 6M | +2.1% | +41.4% | -39.3% | -13.7% |
| YTD | +20.2% | +14.3% | +6.0% | +10.9% |
| 1Y | +55.2% | +1.6% | +53.6% | +50.1% |
| 3Y | +45.9% | +102.7% | -56.8% | -4.3% |
| 5Y | +41.4% | +104.5% | -63.2% | -13.0% |
| All | +107.3% | +234.7% | -127.3% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 all: compounded portfolio wealth divided by compounded EQH 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…
all analysis · Full analysis span regression · 6 months rolling