-3.1%
QBTS vs VALE
+20.1%
-23.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -2.6% | -5.0% | -6.8% |
| 7D | +8.7% | -1.5% | +10.2% | +9.5% |
| 30D | -26.5% | -15.6% | -10.8% | -22.7% |
| 3M | -52.6% | -19.5% | -33.0% | -49.4% |
| 6M | -56.0% | -31.9% | -24.1% | -50.8% |
| YTD | -62.4% | -11.0% | -51.4% | -60.1% |
| 1Y | -62.7% | -2.1% | -60.6% | -61.1% |
| 3Y | +1,266.7% | +1.4% | +1,265.3% | +1,276.4% |
| 5Y | +0.2% | +36.2% | -36.0% | -1.0% |
| All | -3.1% | +20.1% | -23.2% | -4.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling