+191.0%
IONQ vs VALE
+3.9%
+187.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +1.2% | +22.2% | +22.6% |
| 7D | +8.6% | +1.8% | +6.8% | +7.1% |
| 30D | -21.1% | -14.8% | -6.3% | -11.8% |
| 3M | -17.9% | -19.0% | +1.1% | -5.8% |
| 6M | -37.9% | -27.7% | -10.2% | -22.0% |
| YTD | -27.3% | -8.5% | -18.8% | -22.9% |
| 1Y | -43.2% | +2.6% | -45.8% | -44.4% |
| 3Y | +191.0% | +4.0% | +187.0% | +166.4% |
| All | +191.0% | +3.9% | +187.1% | +166.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 3y: compounded portfolio wealth divided by compounded VALE 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…
3y analysis · Full analysis span regression · 6 months rolling