+4.9%
QBTS vs PH
+286.4%
-281.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.2% |
| 7D | +2.6% | +6.9% | -4.3% | -0.9% |
| 30D | -22.5% | +1.7% | -24.2% | -23.2% |
| 3M | -47.4% | -8.1% | -39.2% | -44.9% |
| 6M | -55.7% | +11.5% | -67.2% | -58.9% |
| YTD | -59.3% | +11.4% | -70.6% | -62.7% |
| 1Y | -63.3% | +14.1% | -77.4% | -66.7% |
| 3Y | +1,379.2% | +138.2% | +1,240.9% | +833.9% |
| 5Y | +8.3% | +216.0% | -207.6% | -32.2% |
| All | +4.9% | +286.4% | -281.5% | -35.8% |
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