+1,329.3%
QBTS vs FIVE
+50.0%
+1,279.3%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.1% | -6.5% | -4.1% |
| 7D | -2.4% | +4.3% | -6.7% | -4.7% |
| 30D | -22.5% | +12.5% | -35.0% | -27.7% |
| 3M | -40.0% | +31.2% | -71.3% | -48.8% |
| 6M | -12.3% | +14.4% | -26.7% | -20.3% |
| YTD | -36.6% | +33.9% | -70.5% | -47.2% |
| 1Y | +8.4% | +65.1% | -56.6% | -19.8% |
| All | +1,329.3% | +50.0% | +1,279.3% | +952.4% |
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