+14.6%
QBTS vs AMRZ
-19.2%
+33.8%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -2.1% |
| 7D | +3.8% | -4.7% | +8.5% | +5.8% |
| 30D | -15.2% | -11.3% | -3.9% | -10.8% |
| 3M | -27.2% | -22.1% | -5.2% | -19.6% |
| 6M | -10.1% | -29.6% | +19.5% | +3.7% |
| YTD | -34.5% | -23.3% | -11.2% | -28.9% |
| 1Y | +6.0% | -23.7% | +29.7% | +11.9% |
| All | +14.6% | -19.2% | +33.8% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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