+75.4%
QBTS vs PSX
+370.3%
-294.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.2% |
| 7D | +3.8% | +1.8% | +2.0% | +3.6% |
| 30D | -15.2% | +21.6% | -36.8% | -16.9% |
| 3M | -27.2% | +46.5% | -73.7% | -30.2% |
| 6M | -10.1% | +62.0% | -72.1% | -15.4% |
| YTD | -34.5% | +106.3% | -140.9% | -40.6% |
| 1Y | +6.0% | +103.0% | -97.0% | -3.8% |
| 3Y | +1,779.3% | +135.5% | +1,643.7% | +1,528.7% |
| 5Y | +75.4% | +368.5% | -293.1% | +53.4% |
| All | +75.4% | +370.3% | -294.9% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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