-93.0%
QBTZ vs SPY
+15.5%
-108.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | -1.1% |
| 7D | +2.3% | +0.1% | +2.2% | +3.4% |
| 30D | +37.2% | +0.1% | +37.1% | +42.1% |
| 3M | +6.6% | +2.0% | +4.6% | +53.0% |
| 6M | -87.8% | +13.0% | -100.8% | -46.6% |
| YTD | -86.0% | +13.5% | -99.5% | -26.3% |
| All | -93.0% | +15.5% | -108.5% | -43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling