+1,216.8%
QBTS vs IONS
-36.9%
+1,253.7%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +6.4% | -9.3% | -5.0% |
| 7D | -10.5% | -26.3% | +15.8% | -2.7% |
| 30D | -20.5% | -31.9% | +11.4% | -10.8% |
| 3M | -54.3% | -48.0% | -6.3% | -44.0% |
| 6M | -55.4% | -62.6% | +7.1% | -40.5% |
| YTD | -63.4% | -63.3% | -0.2% | -50.8% |
| 1Y | -59.1% | -58.4% | -0.7% | -47.2% |
| 3Y | +1,216.8% | -38.2% | +1,255.0% | +1,158.0% |
| All | +1,216.8% | -36.9% | +1,253.7% | +1,158.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling