+74.1%
QBTS vs IQV
+54.8%
+19.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -3.2% | +9.8% | +7.8% |
| 7D | +6.8% | +0.3% | +6.5% | +6.6% |
| 30D | -14.9% | +8.6% | -23.5% | -17.7% |
| 3M | -31.6% | +41.1% | -72.7% | -42.1% |
| 6M | -4.9% | +48.6% | -53.5% | -21.7% |
| YTD | -32.4% | +15.0% | -47.4% | -37.8% |
| 1Y | +14.6% | +38.1% | -23.5% | -3.3% |
| 3Y | +1,839.6% | +21.4% | +1,818.2% | +1,589.5% |
| 5Y | +81.2% | -1.0% | +82.3% | +60.3% |
| All | +74.1% | +54.8% | +19.2% | +54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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