+81.2%
QBTS vs EMR
+62.8%
+18.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.4% | +7.0% | +6.9% |
| 7D | +6.8% | +3.1% | +3.8% | +4.4% |
| 30D | -14.9% | -3.5% | -11.3% | -12.7% |
| 3M | -31.6% | +9.8% | -41.4% | -36.4% |
| 6M | -4.9% | +10.8% | -15.7% | -11.3% |
| YTD | -32.4% | +15.9% | -48.4% | -38.1% |
| 1Y | +14.6% | +16.4% | -1.8% | +5.4% |
| 3Y | +1,839.6% | +62.1% | +1,777.5% | +1,439.2% |
| 5Y | +81.2% | +62.9% | +18.3% | +47.9% |
| All | +81.2% | +62.8% | +18.5% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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