+70.2%
QBTS vs WMB
+275.1%
-204.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.6% | -1.5% |
| 7D | -2.4% | +0.6% | -3.0% | -2.6% |
| 30D | -22.5% | +3.3% | -25.7% | -23.3% |
| 3M | -40.0% | +3.1% | -43.1% | -41.0% |
| 6M | -12.3% | -0.7% | -11.6% | -12.9% |
| YTD | -36.6% | +25.2% | -61.8% | -41.9% |
| 1Y | +8.4% | +32.9% | -24.4% | -2.4% |
| 3Y | +1,380.4% | +140.6% | +1,239.8% | +1,115.4% |
| All | +70.2% | +275.1% | -204.9% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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