+294.8%
IONQ vs VALE
+34.7%
+260.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.5% | +1.4% |
| 7D | +0.8% | +1.6% | -0.8% | 0.0% |
| 30D | -1.0% | +5.1% | -6.2% | -3.5% |
| 3M | -39.8% | -0.4% | -39.4% | -39.8% |
| 6M | +6.4% | -2.2% | +8.6% | +8.1% |
| YTD | -11.9% | +20.5% | -32.5% | -17.9% |
| 1Y | -6.2% | +61.2% | -67.3% | -21.8% |
| 3Y | +125.7% | +43.1% | +82.6% | +92.1% |
| All | +294.8% | +34.7% | +260.1% | +257.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling