-59.1%
QBTS vs WELL
+29.0%
-88.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.7% | -2.9% |
| 7D | -10.5% | +0.1% | -10.6% | -10.5% |
| 30D | -20.5% | +5.7% | -26.2% | -17.9% |
| 3M | -54.3% | +4.6% | -58.9% | -52.9% |
| 6M | -55.4% | +11.9% | -67.3% | -50.6% |
| YTD | -63.4% | +33.6% | -97.0% | -56.4% |
| 1Y | -59.1% | +29.8% | -88.9% | -51.2% |
| All | -59.1% | +29.0% | -88.2% | -51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 1y: compounded portfolio wealth divided by compounded WELL 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…
1y analysis · Full analysis span regression · 6 months rolling