+116.0%
VALE vs EQX
+232.0%
-116.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -2.0% | -0.7% |
| 7D | -0.3% | -3.2% | +2.9% | +0.4% |
| 30D | +8.6% | +7.8% | +0.9% | +6.7% |
| 3M | +2.0% | +21.3% | -19.4% | -2.6% |
| 6M | +2.1% | -22.4% | +24.5% | +6.0% |
| YTD | +20.2% | -11.3% | +31.5% | +20.9% |
| 1Y | +55.2% | +13.5% | +41.7% | +47.7% |
| 3Y | +45.9% | +162.1% | -116.2% | +12.2% |
| 5Y | +41.4% | +84.2% | -42.8% | +10.2% |
| All | +116.0% | +232.0% | -116.1% | +124.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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