+70.9%
QBTS vs IOT
+54.1%
+16.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | +1.3% | -4.5% | +5.9% | +2.7% |
| 30D | -19.0% | -2.4% | -16.6% | -18.6% |
| 3M | -29.5% | +19.0% | -48.4% | -33.9% |
| 6M | -11.2% | +19.6% | -30.8% | -17.8% |
| YTD | -35.8% | +8.3% | -44.0% | -39.5% |
| 1Y | +1.7% | -0.8% | +2.5% | -1.7% |
| 3Y | +1,470.1% | +24.4% | +1,445.7% | +1,298.2% |
| All | +70.9% | +54.1% | +16.8% | +44.2% |
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