-10.8%
QBTS vs IP
-3.8%
-7.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | -4.0% | -8.9% | -12.0% |
| 7D | -21.7% | -5.0% | -16.7% | -20.8% |
| 30D | -42.7% | +6.5% | -49.2% | -43.5% |
| 3M | -57.7% | -18.0% | -39.7% | -55.9% |
| 6M | -58.0% | +10.3% | -68.3% | -59.0% |
| YTD | -65.4% | -9.9% | -55.5% | -65.1% |
| 1Y | -70.8% | -1.1% | -69.8% | -71.1% |
| 3Y | +930.8% | +13.0% | +917.7% | +910.5% |
| 5Y | -7.8% | -12.3% | +4.4% | -4.8% |
| All | -10.8% | -3.8% | -7.0% | -5.5% |
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