+74.1%
QBTS vs SPMO
+213.1%
-139.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.5% | +6.1% | +6.0% |
| 7D | +6.8% | +3.4% | +3.4% | +2.5% |
| 30D | -14.9% | +0.5% | -15.4% | -15.1% |
| 3M | -31.6% | +1.9% | -33.5% | -32.7% |
| 6M | -4.9% | +27.8% | -32.8% | -26.5% |
| YTD | -32.4% | +26.7% | -59.1% | -46.8% |
| 1Y | +14.6% | +28.9% | -14.3% | -9.5% |
| 3Y | +1,839.6% | +160.7% | +1,679.0% | +1,021.7% |
| 5Y | +81.2% | +150.2% | -69.0% | +7.1% |
| All | +74.1% | +213.1% | -139.0% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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