+70.2%
QBTS vs DOCS
-73.4%
+143.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.3% | -0.9% |
| 7D | -2.4% | -1.4% | -1.0% | -2.1% |
| 30D | -22.5% | +21.8% | -44.3% | -26.1% |
| 3M | -40.0% | +27.3% | -67.3% | -43.4% |
| 6M | -12.3% | -0.3% | -12.0% | -14.0% |
| YTD | -36.6% | -40.5% | +3.9% | -31.7% |
| 1Y | +8.4% | -61.5% | +70.0% | +27.4% |
| 3Y | +1,380.4% | +8.2% | +1,372.2% | +1,344.7% |
| All | +70.2% | -73.4% | +143.6% | +67.6% |
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