+83.9%
JNJ vs QBTS
+76.0%
+8.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.4% | -0.8% |
| 7D | -3.0% | +3.8% | -6.8% | -2.9% |
| 30D | +2.5% | -15.2% | +17.7% | +2.5% |
| 3M | +13.2% | -27.2% | +40.5% | +13.2% |
| 6M | +11.3% | -10.1% | +21.4% | +11.3% |
| YTD | +31.1% | -34.5% | +65.7% | +31.1% |
| 1Y | +54.3% | +6.0% | +48.3% | +54.5% |
| 3Y | +81.1% | +1,779.3% | -1,698.1% | +81.8% |
| All | +83.9% | +76.0% | +8.0% | +83.8% |
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 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