+68.7%
QBTS vs IOT
+61.4%
+7.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.7% | -5.2% | -2.5% |
| 7D | -2.4% | -2.3% | -0.1% | -1.9% |
| 30D | -22.5% | +3.8% | -26.3% | -23.5% |
| 3M | -40.0% | +14.2% | -54.2% | -43.1% |
| 6M | -12.3% | +40.1% | -52.4% | -23.2% |
| YTD | -36.6% | +13.4% | -50.0% | -41.1% |
| 1Y | +8.4% | +12.2% | -3.7% | +0.5% |
| 3Y | +1,380.4% | +30.0% | +1,350.4% | +1,202.1% |
| All | +68.7% | +61.4% | +7.2% | +40.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling