-7.1%
PFE vs QBTS
+61.8%
-68.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -1.2% |
| 7D | +1.8% | -2.4% | +4.2% | +1.8% |
| 30D | +10.2% | -22.5% | +32.7% | +10.6% |
| 3M | +12.7% | -40.0% | +52.7% | +13.4% |
| 6M | +10.5% | -12.3% | +22.9% | +10.2% |
| YTD | +20.2% | -36.6% | +56.8% | +20.3% |
| 1Y | +24.1% | +8.4% | +15.6% | +22.5% |
| 3Y | -3.6% | +1,380.4% | -1,383.9% | -12.0% |
| 5Y | -20.9% | +69.7% | -90.6% | -31.0% |
| All | -7.1% | +61.8% | -68.9% | -20.6% |
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