+1,470.1%
QBTS vs HALO
+178.1%
+1,292.0%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | +1.3% | -2.7% | +4.0% | +2.0% |
| 30D | -19.0% | +5.3% | -24.3% | -20.1% |
| 3M | -29.5% | +51.6% | -81.0% | -37.0% |
| 6M | -11.2% | +61.3% | -72.4% | -22.2% |
| YTD | -35.8% | +59.3% | -95.0% | -43.5% |
| 1Y | +1.7% | +38.3% | -36.6% | -7.7% |
| 3Y | +1,470.1% | +185.9% | +1,284.2% | +934.5% |
| All | +1,470.1% | +178.1% | +1,292.0% | +934.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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