+8.5%
QBTS vs PH
+197.3%
-188.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | +2.9% | +15.2% | +16.2% |
| 7D | +0.3% | +2.0% | -1.7% | -0.8% |
| 30D | -29.8% | -3.7% | -26.2% | -28.1% |
| 3M | -45.0% | -14.0% | -30.9% | -39.5% |
| 6M | -55.2% | +2.1% | -57.3% | -56.5% |
| YTD | -59.2% | +5.1% | -64.2% | -61.7% |
| 1Y | -62.4% | +10.9% | -73.3% | -65.9% |
| 3Y | +1,264.0% | +132.9% | +1,131.0% | +702.9% |
| All | +8.5% | +197.3% | -188.7% | -35.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling