+2,301.5%
VALE vs EQIX
+3,520.4%
-1,218.9%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -0.9% | -0.8% |
| 7D | -1.8% | +2.3% | -4.2% | -2.4% |
| 30D | +6.7% | +0.4% | +6.2% | +6.5% |
| 3M | +4.9% | -1.1% | +6.0% | +5.0% |
| 6M | +3.6% | +11.5% | -7.9% | +0.7% |
| YTD | +21.9% | +38.2% | -16.3% | +12.2% |
| 1Y | +61.6% | +36.7% | +24.9% | +48.9% |
| 3Y | +52.1% | +44.1% | +8.0% | +36.6% |
| 5Y | +43.2% | +34.8% | +8.3% | +28.6% |
| 10Y | +521.5% | +248.8% | +272.7% | +336.4% |
| All | +2,301.5% | +3,520.4% | -1,218.9% | +958.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling