-56.0%
QBTS vs IVZ
+3.2%
-59.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.6% | -7.0% | -7.0% |
| 7D | +8.7% | +5.1% | +3.6% | +3.1% |
| 30D | -26.5% | -1.6% | -24.9% | -24.5% |
| 3M | -52.6% | -9.1% | -43.4% | -47.7% |
| 6M | -56.0% | +1.8% | -57.8% | -56.2% |
| All | -56.0% | +3.2% | -59.2% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 6mo: compounded portfolio wealth divided by compounded IVZ 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…
6mo analysis · Full analysis span regression · 6 months rolling