-5.8%
QBTS vs VALE
+19.5%
-25.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.7% |
| 7D | -10.5% | -3.2% | -7.3% | -9.5% |
| 30D | -20.5% | -15.1% | -5.5% | -16.6% |
| 3M | -54.3% | -18.7% | -35.6% | -51.4% |
| 6M | -55.4% | -31.5% | -23.9% | -50.2% |
| YTD | -63.4% | -11.4% | -52.0% | -61.1% |
| 1Y | -59.1% | -1.9% | -57.3% | -57.3% |
| 3Y | +1,216.8% | +1.7% | +1,215.1% | +1,228.0% |
| 5Y | -2.6% | +35.4% | -38.1% | -3.6% |
| All | -5.8% | +19.5% | -25.3% | -7.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling