+75.4%
QBTS vs HRB
+104.8%
-29.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.5% | -3.4% |
| 7D | +3.8% | -10.6% | +14.4% | +1.7% |
| 30D | -15.2% | -0.8% | -14.4% | -15.0% |
| 3M | -27.2% | +19.1% | -46.3% | -24.0% |
| 6M | -10.1% | +48.7% | -58.8% | -1.6% |
| YTD | -34.5% | +7.1% | -41.6% | -32.4% |
| 1Y | +6.0% | -8.3% | +14.3% | +6.8% |
| 3Y | +1,779.3% | +25.8% | +1,753.4% | +1,791.5% |
| 5Y | +75.4% | +111.1% | -35.7% | +84.0% |
| All | +75.4% | +104.8% | -29.4% | +84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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