+1,511.0%
QBTS vs WM
+45.6%
+1,465.4%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.1% | +7.2% | +7.5% |
| 7D | +13.7% | -0.5% | +14.1% | +13.7% |
| 30D | -21.3% | +13.3% | -34.6% | -15.9% |
| 3M | -44.7% | +4.4% | -49.1% | -43.1% |
| 6M | -49.2% | +10.8% | -60.0% | -46.2% |
| YTD | -56.1% | +9.1% | -65.2% | -53.7% |
| 1Y | -61.1% | +19.1% | -80.3% | -59.1% |
| 3Y | +1,511.0% | +45.7% | +1,465.3% | +1,210.2% |
| All | +1,511.0% | +45.6% | +1,465.4% | +1,210.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 3y: compounded portfolio wealth divided by compounded WM 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…
3y analysis · Full analysis span regression · 6 months rolling