+5.2%
QBTS vs OVV
+359.7%
-354.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | -0.6% | +18.7% | +18.1% |
| 7D | +0.3% | -16.7% | +16.9% | +3.4% |
| 30D | -29.8% | -1.5% | -28.3% | -29.8% |
| 3M | -45.0% | +1.6% | -46.5% | -45.4% |
| 6M | -55.2% | +2.0% | -57.2% | -55.9% |
| YTD | -59.2% | +56.8% | -116.0% | -63.6% |
| 1Y | -62.4% | +64.8% | -127.2% | -66.9% |
| 3Y | +1,264.0% | +38.3% | +1,225.7% | +1,116.8% |
| 5Y | +8.8% | +84.9% | -76.1% | -4.4% |
| All | +5.2% | +359.7% | -354.5% | -4.8% |
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