+4.9%
QBTS vs OVV
+382.2%
-377.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.0% | -1.4% | +1.1% |
| 7D | +2.6% | +1.2% | +1.4% | +2.4% |
| 30D | -22.5% | -2.5% | -20.0% | -22.3% |
| 3M | -47.4% | +0.5% | -47.8% | -47.6% |
| 6M | -55.7% | +8.5% | -64.2% | -56.9% |
| YTD | -59.3% | +64.5% | -123.7% | -64.0% |
| 1Y | -63.3% | +64.7% | -127.9% | -67.6% |
| 3Y | +1,379.2% | +54.1% | +1,325.0% | +1,198.1% |
| 5Y | +8.3% | +95.4% | -87.1% | -5.6% |
| All | +4.9% | +382.2% | -377.2% | -5.8% |
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