+130.3%
MRK vs QBTS
+71.2%
+59.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.7% | +0.8% | -1.9% |
| 7D | -5.0% | -1.0% | -4.1% | -5.0% |
| 30D | +11.0% | -17.6% | +28.6% | +11.0% |
| 3M | +22.4% | -28.3% | +50.7% | +22.4% |
| 6M | +25.4% | -11.2% | +36.6% | +25.4% |
| YTD | +39.5% | -36.3% | +75.8% | +39.5% |
| 1Y | +78.0% | +3.9% | +74.1% | +78.1% |
| 3Y | +45.5% | +1,728.8% | -1,683.2% | +47.8% |
| 5Y | +130.3% | +70.9% | +59.4% | +126.0% |
| All | +130.3% | +71.2% | +59.1% | +126.0% |
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