+8.5%
QBTS vs WELL
+227.0%
-218.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | -0.2% | +18.2% | +18.0% |
| 7D | +0.3% | +4.4% | -4.2% | -0.5% |
| 30D | -29.8% | +10.8% | -40.6% | -31.3% |
| 3M | -45.0% | +4.2% | -49.2% | -45.5% |
| 6M | -55.2% | +14.0% | -69.2% | -56.8% |
| YTD | -59.2% | +33.4% | -92.6% | -62.7% |
| 1Y | -62.4% | +32.4% | -94.8% | -65.6% |
| 3Y | +1,264.0% | +194.7% | +1,069.2% | +805.6% |
| All | +8.5% | +227.0% | -218.5% | -25.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling