+338.0%
SMH vs QBTS
+77.0%
+261.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.3% |
| 7D | +4.3% | +3.8% | +0.5% | +4.1% |
| 30D | +0.9% | -15.2% | +16.1% | +1.8% |
| 3M | -2.8% | -27.2% | +24.4% | -1.3% |
| 6M | +45.6% | -10.1% | +55.7% | +45.2% |
| YTD | +59.5% | -34.5% | +94.0% | +61.0% |
| 1Y | +93.4% | +6.0% | +87.4% | +89.2% |
| 3Y | +287.1% | +1,779.3% | -1,492.2% | +218.1% |
| 5Y | +338.0% | +75.4% | +262.6% | +231.3% |
| All | +338.0% | +77.0% | +261.0% | +231.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QBTS.
Daily Out/Under-Performance
Portfolio return minus QBTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QBTS 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 QBTS 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