+75.4%
QBTS vs BHP
+126.1%
-50.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.3% |
| 7D | +3.8% | +0.9% | +2.9% | +3.4% |
| 30D | -15.2% | +4.0% | -19.2% | -16.8% |
| 3M | -27.2% | +11.3% | -38.5% | -31.0% |
| 6M | -10.1% | +29.3% | -39.4% | -19.3% |
| YTD | -34.5% | +59.2% | -93.7% | -45.8% |
| 1Y | +6.0% | +80.8% | -74.8% | -16.2% |
| 3Y | +1,779.3% | +88.0% | +1,691.3% | +1,351.3% |
| 5Y | +75.4% | +126.6% | -51.2% | +37.1% |
| All | +75.4% | +126.1% | -50.7% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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