+74.1%
QBTS vs OVV
+384.7%
-310.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.0% | +7.6% | +6.8% |
| 7D | +6.8% | -3.7% | +10.6% | +7.5% |
| 30D | -14.9% | +8.0% | -22.9% | -16.2% |
| 3M | -31.6% | +11.3% | -42.9% | -33.5% |
| 6M | -4.9% | +24.0% | -28.9% | -10.3% |
| YTD | -32.4% | +65.3% | -97.8% | -40.2% |
| 1Y | +14.6% | +60.2% | -45.6% | +1.9% |
| 3Y | +1,839.6% | +46.9% | +1,792.7% | +1,619.5% |
| 5Y | +81.2% | +158.7% | -77.5% | +59.0% |
| All | +74.1% | +384.7% | -310.6% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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