+75.4%
QBTS vs VALE
+43.3%
+32.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.9% |
| 7D | +3.8% | -1.8% | +5.7% | +4.5% |
| 30D | -15.2% | +6.7% | -21.9% | -17.0% |
| 3M | -27.2% | +4.9% | -32.1% | -28.3% |
| 6M | -10.1% | +3.6% | -13.7% | -10.3% |
| YTD | -34.5% | +21.9% | -56.4% | -36.9% |
| 1Y | +6.0% | +61.6% | -55.5% | -3.5% |
| 3Y | +1,779.3% | +52.1% | +1,727.1% | +1,597.7% |
| 5Y | +75.4% | +43.2% | +32.2% | +57.2% |
| All | +75.4% | +43.3% | +32.2% | +57.2% |
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