+5.2%
QBTS vs IP
-3.0%
+8.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | +0.8% | +17.2% | +17.8% |
| 7D | +0.3% | -5.1% | +5.3% | +1.5% |
| 30D | -29.8% | +8.5% | -38.3% | -31.1% |
| 3M | -45.0% | -13.8% | -31.1% | -43.3% |
| 6M | -55.2% | +5.7% | -60.9% | -55.9% |
| YTD | -59.2% | -9.1% | -50.0% | -58.9% |
| 1Y | -62.4% | -0.8% | -61.6% | -62.7% |
| 3Y | +1,264.0% | +14.8% | +1,249.2% | +1,233.4% |
| 5Y | +8.8% | -11.5% | +20.3% | +12.1% |
| All | +5.2% | -3.0% | +8.2% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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