-5.8%
QBTS vs PH
+280.3%
-286.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | -10.5% | +4.3% | -14.8% | -12.6% |
| 30D | -20.5% | +0.1% | -20.7% | -20.5% |
| 3M | -54.3% | -9.4% | -44.9% | -51.7% |
| 6M | -55.4% | +8.8% | -64.2% | -58.0% |
| YTD | -63.4% | +9.6% | -73.1% | -66.2% |
| 1Y | -59.1% | +14.4% | -73.6% | -63.1% |
| 3Y | +1,216.8% | +134.5% | +1,082.3% | +739.5% |
| 5Y | -2.6% | +204.4% | -207.1% | -38.4% |
| All | -5.8% | +280.3% | -286.2% | -41.8% |
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