+1,264.0%
QBTS vs FIVE
+34.8%
+1,229.1%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | -0.4% | +18.4% | +18.2% |
| 7D | +0.3% | -0.3% | +0.6% | +0.5% |
| 30D | -29.8% | +17.7% | -47.5% | -35.7% |
| 3M | -45.0% | +4.0% | -48.9% | -46.5% |
| 6M | -55.2% | +2.6% | -57.8% | -56.8% |
| YTD | -59.2% | +27.6% | -86.7% | -65.1% |
| 1Y | -62.4% | +59.9% | -122.3% | -71.6% |
| 3Y | +1,264.0% | +35.8% | +1,228.2% | +924.8% |
| All | +1,264.0% | +34.8% | +1,229.1% | +924.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 3y: compounded portfolio wealth divided by compounded FIVE 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…
3y analysis · Full analysis span regression · 6 months rolling