+2.3%
QBTS vs IP
+0.1%
+2.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.2% |
| 7D | -11.8% | +3.4% | -15.2% | -12.5% |
| 30D | -33.6% | +11.2% | -44.9% | -35.2% |
| 3M | -52.5% | -14.8% | -37.7% | -51.0% |
| 6M | -50.4% | +17.3% | -67.7% | -52.2% |
| YTD | -60.3% | -6.2% | -54.1% | -60.3% |
| 1Y | -65.1% | +2.3% | -67.4% | -65.7% |
| 3Y | +1,082.2% | +17.7% | +1,064.6% | +1,047.7% |
| 5Y | +5.6% | -8.4% | +14.0% | +8.0% |
| All | +2.3% | +0.1% | +2.1% | +7.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling