+14.1%
PEP vs QBTS
+61.8%
-47.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.8% | -0.7% |
| 7D | -1.4% | -2.4% | +1.0% | -1.4% |
| 30D | +0.2% | -22.5% | +22.7% | +0.1% |
| 3M | -1.1% | -40.0% | +38.9% | -1.3% |
| 6M | -13.5% | -12.3% | -1.2% | -13.4% |
| YTD | -1.2% | -36.6% | +35.4% | -1.2% |
| 1Y | -1.6% | +8.4% | -10.0% | -1.2% |
| 3Y | -12.5% | +1,380.4% | -1,392.9% | -9.7% |
| 5Y | +3.0% | +69.7% | -66.7% | +4.0% |
| All | +14.1% | +61.8% | -47.6% | +16.2% |
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