+8.4%
QBTS vs IEF
-0.2%
+8.7%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -2.4% | -0.3% | -2.1% | -1.9% |
| 30D | -22.5% | -0.8% | -21.7% | -21.2% |
| 3M | -40.0% | -1.0% | -39.0% | -38.8% |
| 6M | -12.3% | -2.8% | -9.6% | -18.4% |
| YTD | -36.6% | -1.5% | -35.1% | -35.1% |
| 1Y | +8.4% | -0.4% | +8.9% | +23.8% |
| All | +8.4% | -0.2% | +8.7% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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