+453.8%
SMH vs QBTS
+61.8%
+392.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.4% | +4.0% | +2.7% |
| 7D | +2.5% | -2.4% | +4.9% | +2.7% |
| 30D | -0.5% | -22.5% | +22.0% | +1.0% |
| 3M | -9.6% | -40.0% | +30.4% | -7.2% |
| 6M | +42.1% | -12.3% | +54.4% | +41.9% |
| YTD | +57.4% | -36.6% | +94.0% | +59.3% |
| 1Y | +96.2% | +8.4% | +87.8% | +91.8% |
| 3Y | +267.9% | +1,380.4% | -1,112.4% | +203.1% |
| 5Y | +327.7% | +69.7% | +258.0% | +244.1% |
| All | +453.8% | +61.8% | +392.1% | +356.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling