+63.3%
QBTS vs WM
+108.0%
-44.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.9% |
| 7D | -2.4% | -0.3% | -2.1% | -2.5% |
| 30D | -22.5% | -2.4% | -20.1% | -23.0% |
| 3M | -40.0% | +0.4% | -40.4% | -39.6% |
| 6M | -12.3% | -9.5% | -2.8% | -12.6% |
| YTD | -36.6% | +0.5% | -37.1% | -35.9% |
| 1Y | +8.4% | -1.1% | +9.5% | +9.7% |
| 3Y | +1,380.4% | +46.0% | +1,334.3% | +1,537.8% |
| 5Y | +69.7% | +51.8% | +17.9% | +86.4% |
| All | +63.3% | +108.0% | -44.7% | +75.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling