+63.3%
QBTS vs PHM
+212.7%
-149.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | -2.4% | -3.2% | +0.8% | -1.8% |
| 30D | -22.5% | -6.4% | -16.1% | -21.5% |
| 3M | -40.0% | +5.5% | -45.5% | -40.8% |
| 6M | -12.3% | -5.4% | -6.9% | -11.9% |
| YTD | -36.6% | +6.6% | -43.2% | -37.7% |
| 1Y | +8.4% | -8.8% | +17.3% | +9.2% |
| 3Y | +1,380.4% | +54.1% | +1,326.2% | +1,275.7% |
| 5Y | +69.7% | +144.5% | -74.8% | +63.4% |
| All | +63.3% | +212.7% | -149.3% | +54.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling