-2.7%
QBTS vs IOT
+66.1%
-68.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.1% | -2.9% | -2.9% |
| 7D | -10.5% | +0.9% | -11.4% | -10.6% |
| 30D | -20.5% | +1.4% | -21.9% | -20.7% |
| 3M | -54.3% | +0.5% | -54.8% | -54.6% |
| 6M | -55.4% | +50.3% | -105.7% | -61.4% |
| YTD | -63.4% | +16.7% | -80.1% | -66.4% |
| 1Y | -59.1% | +6.8% | -65.9% | -61.5% |
| 3Y | +1,216.8% | +75.5% | +1,141.3% | +996.9% |
| All | -2.7% | +66.1% | -68.9% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 10y: compounded portfolio wealth divided by compounded IOT 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…
10y analysis · Full analysis span regression · 6 months rolling