+41.8%
SCHD vs QBTS
-66.5%
+108.3%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | +3.2% | -11.8% | +15.0% | +3.3% |
| 30D | +10.7% | -33.6% | +44.3% | +11.0% |
| 3M | +7.8% | -52.5% | +60.3% | +8.5% |
| 6M | +16.7% | -50.4% | +67.1% | +17.3% |
| YTD | +35.3% | -60.3% | +95.6% | +35.7% |
| 1Y | +41.8% | -65.1% | +106.9% | +42.8% |
| All | +41.8% | -66.5% | +108.3% | +42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QBTS.
Daily Out/Under-Performance
Portfolio return minus QBTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QBTS 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 QBTS 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