+70.1%
QBTS vs WELL
+214.0%
-144.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.6% | -1.0% |
| 7D | -2.4% | -0.8% | -1.6% | -2.3% |
| 30D | -22.5% | -0.1% | -22.4% | -22.5% |
| 3M | -40.0% | +18.0% | -58.0% | -42.7% |
| 6M | -12.3% | +15.0% | -27.3% | -15.9% |
| YTD | -36.6% | +28.6% | -65.2% | -41.4% |
| 1Y | +8.4% | +42.9% | -34.5% | -3.5% |
| 3Y | +1,380.4% | +203.0% | +1,177.3% | +900.9% |
| All | +70.1% | +214.0% | -144.0% | +19.9% |
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