+63.3%
QBTS vs OVV
+389.7%
-326.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.1% |
| 7D | -2.4% | +0.3% | -2.7% | -2.5% |
| 30D | -22.5% | +11.7% | -34.2% | -24.2% |
| 3M | -40.0% | +9.8% | -49.8% | -41.4% |
| 6M | -12.3% | +26.6% | -38.9% | -17.6% |
| YTD | -36.6% | +67.0% | -103.6% | -44.0% |
| 1Y | +8.4% | +55.9% | -47.5% | -3.0% |
| 3Y | +1,380.4% | +45.5% | +1,334.9% | +1,213.0% |
| 5Y | +69.7% | +157.3% | -87.6% | +48.6% |
| All | +63.3% | +389.7% | -326.3% | +46.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling