-5.8%
QBTS vs IP
-3.3%
-2.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.4% | -4.3% | -3.2% |
| 7D | -10.5% | -0.3% | -10.2% | -10.4% |
| 30D | -20.5% | +7.9% | -28.5% | -21.8% |
| 3M | -54.3% | -15.3% | -38.9% | -52.7% |
| 6M | -55.4% | +10.5% | -65.9% | -56.5% |
| YTD | -63.4% | -9.4% | -54.1% | -63.1% |
| 1Y | -59.1% | -4.6% | -54.5% | -59.2% |
| 3Y | +1,216.8% | +21.2% | +1,195.6% | +1,177.1% |
| 5Y | -2.6% | -13.3% | +10.7% | +0.5% |
| All | -5.8% | -3.3% | -2.5% | -0.2% |
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