+75.4%
QBTS vs PEG
+33.9%
+41.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.7% |
| 7D | +3.8% | -0.1% | +3.9% | +3.9% |
| 30D | -15.2% | -1.7% | -13.5% | -14.8% |
| 3M | -27.2% | -6.8% | -20.4% | -25.8% |
| 6M | -10.1% | -11.4% | +1.3% | -7.0% |
| YTD | -34.5% | -7.2% | -27.3% | -33.5% |
| 1Y | +6.0% | -6.1% | +12.1% | +7.2% |
| 3Y | +1,779.3% | +31.8% | +1,747.5% | +1,769.5% |
| 5Y | +75.4% | +35.6% | +39.8% | +83.3% |
| All | +75.4% | +33.9% | +41.5% | +83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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