+6.0%
QBTS vs WELL
+41.6%
-35.6%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -3.4% |
| 7D | +3.8% | -1.1% | +4.9% | +3.3% |
| 30D | -15.2% | +0.7% | -16.0% | -14.9% |
| 3M | -27.2% | +14.5% | -41.7% | -23.2% |
| 6M | -10.1% | +14.4% | -24.5% | -4.3% |
| YTD | -34.5% | +28.5% | -63.0% | -28.2% |
| 1Y | +6.0% | +41.8% | -35.8% | +23.0% |
| All | +6.0% | +41.6% | -35.6% | +23.0% |
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