+5.2%
QBTS vs ROIV
+293.6%
-288.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | +6.2% | +11.8% | +16.2% |
| 7D | +0.3% | +5.3% | -5.1% | -0.9% |
| 30D | -29.8% | +11.9% | -41.7% | -31.8% |
| 3M | -45.0% | +10.7% | -55.7% | -46.6% |
| 6M | -55.2% | +34.9% | -90.1% | -59.1% |
| YTD | -59.2% | +79.2% | -138.3% | -65.2% |
| 1Y | -62.4% | +89.0% | -151.4% | -68.3% |
| 3Y | +1,264.0% | +337.3% | +926.6% | +889.2% |
| 5Y | +8.8% | +402.3% | -393.6% | -24.2% |
| All | +5.2% | +293.6% | -288.3% | -24.6% |
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