+67.6%
QBTS vs DOCS
-36.0%
+103.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.3% | -1.0% |
| 7D | -2.4% | -1.4% | -1.0% | -2.2% |
| 30D | -22.5% | +21.8% | -44.3% | -25.6% |
| 3M | -40.0% | +27.3% | -67.3% | -42.9% |
| 6M | -12.3% | -0.3% | -12.0% | -13.8% |
| YTD | -36.6% | -40.5% | +3.9% | -32.5% |
| 1Y | +8.4% | -61.5% | +70.0% | +24.5% |
| 3Y | +1,380.4% | +8.2% | +1,372.2% | +1,359.8% |
| 5Y | +69.7% | -73.4% | +143.1% | +68.2% |
| All | +67.6% | -36.0% | +103.6% | +66.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling