+1,839.6%
QBTS vs PHM
+52.3%
+1,787.4%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -3.5% | +10.1% | +7.9% |
| 7D | +6.8% | -2.5% | +9.3% | +7.7% |
| 30D | -14.9% | -9.7% | -5.2% | -11.6% |
| 3M | -31.6% | +2.2% | -33.8% | -32.9% |
| 6M | -4.9% | -5.7% | +0.7% | -3.8% |
| YTD | -32.4% | +2.8% | -35.3% | -34.8% |
| 1Y | +14.6% | -14.4% | +29.0% | +19.5% |
| 3Y | +1,839.6% | +52.2% | +1,787.4% | +898.1% |
| All | +1,839.6% | +52.3% | +1,787.4% | +898.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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