-2.9%
QBTS vs OVV
+107.0%
-109.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.6% | -3.0% |
| 7D | -10.5% | +8.0% | -18.5% | -12.1% |
| 30D | -20.5% | -2.0% | -18.5% | -20.4% |
| 3M | -54.3% | +5.4% | -59.7% | -55.1% |
| 6M | -55.4% | +14.3% | -69.7% | -57.6% |
| YTD | -63.4% | +69.4% | -132.9% | -69.2% |
| 1Y | -59.1% | +72.4% | -131.5% | -65.8% |
| 3Y | +1,216.8% | +58.4% | +1,158.4% | +999.0% |
| All | -2.9% | +107.0% | -109.9% | -20.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling