+8.5%
QBTS vs FIVE
+14.2%
-5.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -33.9% |
| 3M | -45.0% | +4.0% | -48.9% | -46.0% |
| 6M | -55.2% | +2.6% | -57.8% | -56.3% |
| YTD | -59.2% | +27.6% | -86.7% | -63.1% |
| 1Y | -62.4% | +59.9% | -122.3% | -68.7% |
| 3Y | +1,264.0% | +35.8% | +1,228.2% | +944.4% |
| All | +8.5% | +14.2% | -5.6% | -11.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling