+20.2%
SGOV vs QBTS
+62.5%
-42.3%
0.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | 0.0% |
| 7D | +0.1% | -1.0% | +1.0% | +0.1% |
| 30D | +0.3% | -17.6% | +17.9% | +0.3% |
| 3M | +0.9% | -28.3% | +29.3% | +0.9% |
| 6M | +1.8% | -11.2% | +13.0% | +1.8% |
| YTD | +2.5% | -36.3% | +38.8% | +2.5% |
| 1Y | +3.8% | +3.9% | -0.1% | +3.8% |
| 3Y | +14.4% | +1,728.8% | -1,714.4% | +14.3% |
| 5Y | +20.1% | +70.9% | -50.7% | +20.1% |
| All | +20.2% | +62.5% | -42.3% | +20.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling