+63.3%
QBTS vs FIVN
-79.2%
+142.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -0.6% |
| 7D | -2.4% | -2.3% | -0.1% | -1.6% |
| 30D | -22.5% | +12.4% | -34.9% | -26.0% |
| 3M | -40.0% | +36.0% | -76.0% | -46.6% |
| 6M | -12.3% | +86.0% | -98.3% | -32.3% |
| YTD | -36.6% | +65.9% | -102.5% | -49.6% |
| 1Y | +8.4% | +26.5% | -18.1% | -5.4% |
| 3Y | +1,380.4% | -54.2% | +1,434.6% | +1,551.1% |
| 5Y | +69.7% | -80.5% | +150.2% | +88.7% |
| All | +63.3% | -79.2% | +142.5% | +80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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