+4.9%
QBTS vs IP
-2.6%
+7.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +3.0% | +1.9% |
| 7D | +2.6% | -2.8% | +5.4% | +3.4% |
| 30D | -22.5% | +9.2% | -31.7% | -23.9% |
| 3M | -47.4% | -16.1% | -31.2% | -45.4% |
| 6M | -55.7% | +9.6% | -65.3% | -56.7% |
| YTD | -59.3% | -8.8% | -50.5% | -59.0% |
| 1Y | -63.3% | -5.5% | -57.7% | -63.3% |
| 3Y | +1,379.2% | +19.6% | +1,359.6% | +1,336.7% |
| 5Y | +8.3% | -13.5% | +21.8% | +11.6% |
| All | +4.9% | -2.6% | +7.6% | +11.0% |
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