+70.9%
QBTS vs SONY
+8.8%
+62.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.3% | -3.0% | -2.9% |
| 7D | -1.0% | -5.8% | +4.8% | +2.0% |
| 30D | -17.6% | -0.4% | -17.3% | -17.9% |
| 3M | -28.3% | +13.3% | -41.6% | -34.1% |
| 6M | -11.2% | +8.5% | -19.7% | -16.5% |
| YTD | -36.3% | -8.1% | -28.2% | -34.6% |
| 1Y | +3.9% | -17.9% | +21.8% | +12.8% |
| 3Y | +1,728.8% | +41.4% | +1,687.3% | +1,454.8% |
| 5Y | +70.9% | +9.3% | +61.6% | +53.2% |
| All | +70.9% | +8.8% | +62.1% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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