+81.2%
QBTS vs HAL
+101.7%
-20.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.7% | +7.3% | +6.7% |
| 7D | +6.8% | +0.5% | +6.4% | +6.7% |
| 30D | -14.9% | +15.9% | -30.8% | -17.5% |
| 3M | -31.6% | -8.7% | -22.9% | -30.5% |
| 6M | -4.9% | +9.0% | -14.0% | -8.0% |
| YTD | -32.4% | +32.0% | -64.4% | -37.5% |
| 1Y | +14.6% | +72.5% | -57.9% | -0.6% |
| 3Y | +1,839.6% | -4.5% | +1,844.2% | +1,703.2% |
| 5Y | +81.2% | +109.7% | -28.4% | +69.5% |
| All | +81.2% | +101.7% | -20.4% | +69.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling