+8.4%
QBTS vs IONS
-2.1%
+10.5%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.4% | -1.4% |
| 7D | -2.4% | -4.8% | +2.4% | -0.6% |
| 30D | -22.5% | +7.2% | -29.7% | -25.1% |
| 3M | -40.0% | -22.7% | -17.3% | -39.1% |
| 6M | -12.3% | -26.9% | +14.6% | -6.6% |
| YTD | -36.6% | -26.6% | -10.0% | -32.9% |
| 1Y | +8.4% | -2.1% | +10.6% | +2.6% |
| All | +8.4% | -2.1% | +10.5% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 IONS 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