+70.2%
QBTS vs DOC
-24.5%
+94.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -0.6% |
| 7D | -2.4% | -1.5% | -0.9% | -1.7% |
| 30D | -22.5% | -4.8% | -17.7% | -20.6% |
| 3M | -40.0% | +6.9% | -46.9% | -42.2% |
| 6M | -12.3% | +20.7% | -33.1% | -20.5% |
| YTD | -36.6% | +34.1% | -70.7% | -45.3% |
| 1Y | +8.4% | +22.6% | -14.2% | -2.5% |
| 3Y | +1,380.4% | +20.8% | +1,359.5% | +1,160.6% |
| All | +70.2% | -24.5% | +94.8% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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