+65.5%
QBTS vs VALE
+62.2%
+3.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +0.9% |
| 7D | +1.3% | -0.3% | +1.6% | +1.4% |
| 30D | -19.0% | +8.6% | -27.6% | -20.9% |
| 3M | -29.5% | +2.0% | -31.5% | -29.9% |
| 6M | -11.2% | +2.1% | -13.3% | -10.9% |
| YTD | -35.8% | +20.2% | -56.0% | -37.5% |
| 1Y | +1.7% | +55.2% | -53.5% | -5.4% |
| 3Y | +1,470.1% | +45.9% | +1,424.2% | +1,345.4% |
| 5Y | +72.3% | +41.4% | +30.9% | +57.5% |
| All | +65.5% | +62.2% | +3.3% | +49.5% |
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 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