+0.6%
VALE vs EQNR
+87.4%
-86.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -6.2% | +10.3% | +3.6% |
| 7D | -0.3% | -10.2% | +9.8% | -1.0% |
| 30D | -19.2% | +1.1% | -20.3% | -19.0% |
| 3M | -20.7% | +10.3% | -31.1% | -19.6% |
| 6M | -25.8% | +5.7% | -31.4% | -25.4% |
| YTD | -9.8% | +87.2% | -97.0% | -13.5% |
| All | +0.6% | +87.4% | -86.9% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQNR.
Daily Out/Under-Performance
Portfolio return minus EQNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQNR 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 EQNR 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