+63.3%
QBTS vs ROIV
+253.6%
-190.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.9% | -1.9% |
| 7D | -2.4% | +0.6% | -3.0% | -2.6% |
| 30D | -22.5% | +1.0% | -23.4% | -22.8% |
| 3M | -40.0% | +18.3% | -58.3% | -42.7% |
| 6M | -12.3% | +18.3% | -30.6% | -16.6% |
| YTD | -36.6% | +61.0% | -97.6% | -44.3% |
| 1Y | +8.4% | +177.9% | -169.4% | -15.7% |
| 3Y | +1,380.4% | +199.1% | +1,181.3% | +1,031.0% |
| 5Y | +69.7% | +250.7% | -181.0% | +24.8% |
| All | +63.3% | +253.6% | -190.2% | +20.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling