+63.3%
QBTS vs PTEN
+165.0%
-101.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.2% |
| 7D | -2.4% | +0.7% | -3.1% | -2.6% |
| 30D | -22.5% | +31.2% | -53.7% | -26.5% |
| 3M | -40.0% | +2.0% | -42.0% | -40.7% |
| 6M | -12.3% | +42.4% | -54.7% | -20.6% |
| YTD | -36.6% | +109.2% | -145.8% | -47.3% |
| 1Y | +8.4% | +122.3% | -113.9% | -10.7% |
| 3Y | +1,380.4% | -5.6% | +1,385.9% | +1,224.0% |
| 5Y | +69.7% | +86.5% | -16.8% | +48.8% |
| All | +63.3% | +165.0% | -101.6% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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