+63.3%
QBTS vs INDA
+39.2%
+24.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -2.4% | +0.7% | -3.1% | -3.0% |
| 30D | -22.5% | -0.8% | -21.7% | -21.8% |
| 3M | -40.0% | +3.9% | -44.0% | -41.5% |
| 6M | -12.3% | -0.7% | -11.6% | -10.8% |
| YTD | -36.6% | -7.7% | -28.9% | -32.2% |
| 1Y | +8.4% | -5.1% | +13.5% | +13.6% |
| 3Y | +1,380.4% | +13.6% | +1,366.7% | +1,290.9% |
| 5Y | +69.7% | +7.8% | +61.9% | +57.1% |
| All | +63.3% | +39.2% | +24.2% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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