+6.6%
QBTS vs DOCS
-49.9%
+56.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -1.4% | -7.3% | -8.4% |
| 7D | +1.1% | -0.6% | +1.6% | +1.2% |
| 30D | -28.1% | +6.3% | -34.4% | -28.9% |
| 3M | -48.1% | +26.5% | -74.6% | -50.7% |
| 6M | -53.6% | +24.8% | -78.4% | -56.6% |
| YTD | -59.9% | -26.8% | -33.1% | -58.5% |
| 1Y | -64.3% | -38.3% | -26.0% | -61.6% |
| 3Y | +1,355.6% | +36.0% | +1,319.5% | +1,250.1% |
| 5Y | +6.6% | -55.0% | +61.6% | -0.2% |
| All | +6.6% | -49.9% | +56.5% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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