+54.4%
SCHD vs QBTS
+1,701.1%
-1,646.7%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.4% | -0.3% |
| 7D | -3.1% | -1.0% | -2.2% | -3.1% |
| 30D | -0.8% | -17.6% | +16.8% | -0.6% |
| 3M | +6.2% | -28.3% | +34.5% | +6.6% |
| 6M | +11.8% | -11.2% | +23.0% | +11.5% |
| YTD | +26.0% | -36.3% | +62.2% | +26.1% |
| 1Y | +28.1% | +3.9% | +24.3% | +26.8% |
| All | +54.4% | +1,701.1% | -1,646.7% | +34.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling