+63.3%
QBTS vs IONS
+25.5%
+37.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.4% | -1.4% |
| 7D | -2.4% | -4.8% | +2.4% | -1.2% |
| 30D | -22.5% | +7.2% | -29.7% | -24.0% |
| 3M | -40.0% | -22.7% | -17.3% | -37.1% |
| 6M | -12.3% | -26.9% | +14.6% | -6.7% |
| YTD | -36.6% | -26.6% | -10.0% | -32.6% |
| 1Y | +8.4% | -2.1% | +10.6% | +8.0% |
| 3Y | +1,380.4% | +43.4% | +1,336.9% | +1,184.5% |
| 5Y | +69.7% | +47.0% | +22.7% | +47.8% |
| All | +63.3% | +25.5% | +37.9% | +47.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling