+63.3%
QBTS vs WPM
+302.3%
-238.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.4% | -1.0% |
| 7D | -2.4% | +1.1% | -3.5% | -2.8% |
| 30D | -22.5% | +26.4% | -48.8% | -28.9% |
| 3M | -40.0% | +20.8% | -60.8% | -44.1% |
| 6M | -12.3% | +1.1% | -13.4% | -13.7% |
| YTD | -36.6% | +32.5% | -69.1% | -41.5% |
| 1Y | +8.4% | +51.5% | -43.1% | -3.1% |
| 3Y | +1,380.4% | +267.0% | +1,113.3% | +1,073.3% |
| 5Y | +69.7% | +250.1% | -180.4% | +35.1% |
| All | +63.3% | +302.3% | -238.9% | +28.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling