+1,329.3%
QBTS vs ROIV
+200.3%
+1,129.0%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.9% | -2.5% |
| 7D | -2.4% | +0.6% | -3.0% | -2.9% |
| 30D | -22.5% | +1.0% | -23.4% | -23.4% |
| 3M | -40.0% | +18.3% | -58.3% | -47.1% |
| 6M | -12.3% | +18.3% | -30.6% | -23.9% |
| YTD | -36.6% | +61.0% | -97.6% | -56.6% |
| 1Y | +8.4% | +177.9% | -169.4% | -49.2% |
| All | +1,329.3% | +200.3% | +1,129.0% | +494.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 3y: compounded portfolio wealth divided by compounded ROIV 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…
3y analysis · Full analysis span regression · 6 months rolling