+40.9%
VALE vs EQIX
+34.9%
+6.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.7% |
| 7D | -0.3% | +0.2% | -0.4% | -0.3% |
| 30D | +8.6% | -2.5% | +11.1% | +9.2% |
| 3M | +2.0% | 0.0% | +2.0% | +1.8% |
| 6M | +2.1% | +7.6% | -5.5% | +0.1% |
| YTD | +20.2% | +37.5% | -17.3% | +10.8% |
| 1Y | +55.2% | +32.9% | +22.3% | +43.9% |
| 3Y | +45.9% | +42.8% | +3.1% | +30.1% |
| All | +40.9% | +34.9% | +6.0% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 EQIX 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