+375.4%
SMH vs QBTS
-6.7%
+382.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.8% | -0.1% | -2.8% |
| 7D | +4.9% | -10.5% | +15.4% | +5.7% |
| 30D | -13.8% | -20.5% | +6.7% | -12.6% |
| 3M | -17.4% | -54.3% | +36.9% | -13.4% |
| 6M | -15.0% | -55.4% | +40.4% | -11.3% |
| YTD | +35.2% | -63.4% | +98.6% | +41.5% |
| 1Y | +41.6% | -59.1% | +100.7% | +46.9% |
| 3Y | +215.6% | +1,216.8% | -1,001.2% | +166.6% |
| 5Y | +233.2% | -2.6% | +235.9% | +177.9% |
| All | +375.4% | -6.7% | +382.2% | +304.9% |
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