+5.2%
QBTS vs IONS
-14.8%
+20.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | +1.6% | +16.4% | +17.6% |
| 7D | +0.3% | -9.4% | +9.7% | +3.2% |
| 30D | -29.8% | -10.7% | -19.1% | -27.5% |
| 3M | -45.0% | -27.7% | -17.3% | -40.2% |
| 6M | -55.2% | -48.7% | -6.5% | -47.7% |
| YTD | -59.2% | -50.2% | -9.0% | -51.9% |
| 1Y | -62.4% | -46.8% | -15.6% | -56.3% |
| 3Y | +1,264.0% | -14.8% | +1,278.8% | +1,248.8% |
| 5Y | +8.8% | +17.0% | -8.3% | +4.0% |
| All | +5.2% | -14.8% | +20.1% | +5.4% |
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