+68.7%
QBTS vs PH
+277.1%
-208.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.7% |
| 7D | +3.8% | 0.0% | +3.8% | +3.8% |
| 30D | -15.2% | -10.3% | -4.9% | -10.0% |
| 3M | -27.2% | +5.1% | -32.3% | -30.1% |
| 6M | -10.1% | +2.3% | -12.4% | -13.1% |
| YTD | -34.5% | +8.7% | -43.2% | -39.1% |
| 1Y | +6.0% | +26.8% | -20.8% | -10.3% |
| 3Y | +1,779.3% | +139.2% | +1,640.1% | +1,083.9% |
| 5Y | +75.4% | +251.1% | -175.7% | +10.3% |
| All | +68.7% | +277.1% | -208.4% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling