+1,839.6%
QBTS vs IAU
+125.1%
+1,714.5%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.7% | +8.3% | +7.8% |
| 7D | +6.8% | +0.7% | +6.1% | +6.2% |
| 30D | -14.9% | +0.3% | -15.2% | -14.9% |
| 3M | -31.6% | +0.7% | -32.3% | -31.6% |
| 6M | -4.9% | -15.5% | +10.5% | +4.0% |
| YTD | -32.4% | +1.0% | -33.4% | -28.6% |
| 1Y | +14.6% | +19.6% | -5.0% | +18.4% |
| 3Y | +1,839.6% | +125.4% | +1,714.2% | +2,018.3% |
| All | +1,839.6% | +125.1% | +1,714.5% | +2,018.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 3y: compounded portfolio wealth divided by compounded IAU 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…
3y analysis · Full analysis span regression · 6 months rolling