+60.2%
SCHD vs QBTS
+72.5%
-12.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | +0.4% |
| 7D | -2.0% | +1.3% | -3.3% | -2.0% |
| 30D | -0.4% | -19.0% | +18.6% | -0.2% |
| 3M | +5.7% | -29.5% | +35.2% | +6.0% |
| 6M | +11.9% | -11.2% | +23.0% | +11.7% |
| YTD | +26.4% | -35.8% | +62.2% | +26.6% |
| 1Y | +27.6% | +1.7% | +25.9% | +26.7% |
| 3Y | +54.9% | +1,470.1% | -1,415.1% | +46.0% |
| All | +60.2% | +72.5% | -12.3% | +42.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling