+5.2%
QBTS vs PH
+264.5%
-259.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | +2.9% | +15.2% | +16.4% |
| 7D | +0.3% | +2.0% | -1.7% | -0.7% |
| 30D | -29.8% | -3.7% | -26.2% | -28.3% |
| 3M | -45.0% | -14.0% | -30.9% | -40.1% |
| 6M | -55.2% | +2.1% | -57.3% | -56.3% |
| YTD | -59.2% | +5.1% | -64.2% | -61.3% |
| 1Y | -62.4% | +10.9% | -73.3% | -65.4% |
| 3Y | +1,264.0% | +132.9% | +1,131.0% | +779.3% |
| 5Y | +8.8% | +200.1% | -191.3% | -29.6% |
| All | +5.2% | +264.5% | -259.3% | -33.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling