+75.4%
QBTS vs WPM
+261.4%
-185.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -3.6% |
| 7D | +3.8% | +3.9% | -0.1% | +2.2% |
| 30D | -15.2% | +17.7% | -32.9% | -20.8% |
| 3M | -27.2% | +39.4% | -66.6% | -36.7% |
| 6M | -10.1% | +6.4% | -16.5% | -13.1% |
| YTD | -34.5% | +34.0% | -68.5% | -40.6% |
| 1Y | +6.0% | +50.5% | -44.5% | -7.0% |
| 3Y | +1,779.3% | +280.3% | +1,499.0% | +1,322.0% |
| 5Y | +75.4% | +266.3% | -190.9% | +33.7% |
| All | +75.4% | +261.4% | -185.9% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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