+4.9%
QBTS vs HAL
+85.0%
-80.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.4% | -1.7% | +1.1% |
| 7D | +2.6% | -0.2% | +2.8% | +2.7% |
| 30D | -22.5% | +1.0% | -23.5% | -22.6% |
| 3M | -47.4% | -2.1% | -45.2% | -47.3% |
| 6M | -55.7% | -17.5% | -38.2% | -54.4% |
| YTD | -59.3% | +18.1% | -77.4% | -61.2% |
| 1Y | -63.3% | +19.7% | -83.0% | -65.0% |
| 3Y | +1,379.2% | -7.9% | +1,387.1% | +1,303.3% |
| 5Y | +8.3% | +53.1% | -44.7% | +2.8% |
| All | +4.9% | +85.0% | -80.0% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 10y: compounded portfolio wealth divided by compounded HAL 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…
10y analysis · Full analysis span regression · 6 months rolling