+70.9%
QBTS vs HALO
+157.2%
-86.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.6% |
| 7D | -1.0% | -3.4% | +2.4% | 0.0% |
| 30D | -17.6% | +4.3% | -21.9% | -18.6% |
| 3M | -28.3% | +51.8% | -80.1% | -36.6% |
| 6M | -11.2% | +57.8% | -69.0% | -22.6% |
| YTD | -36.3% | +59.0% | -95.3% | -44.6% |
| 1Y | +3.9% | +41.2% | -37.3% | -7.0% |
| 3Y | +1,728.8% | +177.8% | +1,550.9% | +1,142.0% |
| 5Y | +70.9% | +159.5% | -88.6% | +13.8% |
| All | +70.9% | +157.2% | -86.3% | +13.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling