+63.3%
QBTS vs SW
+20.0%
+43.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -1.8% |
| 7D | -2.4% | -5.1% | +2.7% | -0.9% |
| 30D | -22.5% | -4.6% | -17.9% | -21.3% |
| 3M | -40.0% | +9.4% | -49.4% | -41.8% |
| 6M | -12.3% | +3.5% | -15.8% | -13.7% |
| YTD | -36.6% | +22.0% | -58.6% | -40.9% |
| 1Y | +8.4% | +2.2% | +6.2% | +5.4% |
| 3Y | +1,380.4% | +19.6% | +1,360.8% | +1,268.6% |
| 5Y | +69.7% | -2.3% | +72.0% | +52.8% |
| All | +63.3% | +20.0% | +43.3% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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