+1,264.0%
QBTS vs PH
+135.3%
+1,128.6%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | +2.9% | +15.2% | +15.7% |
| 7D | +0.3% | +2.0% | -1.7% | -1.1% |
| 30D | -29.8% | -3.7% | -26.2% | -27.7% |
| 3M | -45.0% | -14.0% | -30.9% | -38.2% |
| 6M | -55.2% | +2.1% | -57.3% | -57.1% |
| YTD | -59.2% | +5.1% | -64.2% | -62.8% |
| 1Y | -62.4% | +10.9% | -73.3% | -67.4% |
| 3Y | +1,264.0% | +132.9% | +1,131.0% | +306.2% |
| All | +1,264.0% | +135.3% | +1,128.6% | +306.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling