-5.8%
QBTS vs BEN
+100.0%
-105.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.3% | -3.1% |
| 7D | -10.5% | +6.8% | -17.3% | -13.7% |
| 30D | -20.5% | +18.0% | -38.5% | -27.1% |
| 3M | -54.3% | +7.5% | -61.7% | -55.8% |
| 6M | -55.4% | +14.7% | -70.1% | -58.0% |
| YTD | -63.4% | +56.1% | -119.5% | -70.3% |
| 1Y | -59.1% | +69.6% | -128.7% | -67.9% |
| 3Y | +1,216.8% | +87.7% | +1,129.1% | +880.5% |
| 5Y | -2.6% | +28.6% | -31.3% | -21.7% |
| All | -5.8% | +100.0% | -105.8% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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