+8.4%
QBTS vs AZO
-28.9%
+37.3%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.4% |
| 7D | -2.4% | +0.7% | -3.1% | -2.4% |
| 30D | -22.5% | -2.7% | -19.8% | -22.5% |
| 3M | -40.0% | -3.2% | -36.8% | -40.1% |
| 6M | -12.3% | -19.7% | +7.4% | -14.3% |
| YTD | -36.6% | -12.0% | -24.6% | -31.6% |
| 1Y | +8.4% | -29.5% | +38.0% | +1.8% |
| All | +8.4% | -28.9% | +37.3% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling