+72.0%
QBTS vs PBR
+552.2%
-480.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.7% | +0.9% |
| 7D | +1.3% | +5.4% | -4.0% | +0.7% |
| 30D | -19.0% | +22.9% | -41.9% | -21.0% |
| 3M | -29.5% | +19.6% | -49.1% | -31.3% |
| 6M | -11.2% | +16.5% | -27.6% | -13.8% |
| YTD | -35.8% | +86.7% | -122.4% | -42.7% |
| 1Y | +1.7% | +74.7% | -73.0% | -8.1% |
| 3Y | +1,470.1% | +102.6% | +1,367.5% | +1,305.3% |
| All | +72.0% | +552.2% | -480.2% | +58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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