+12.6%
SOFI vs QBTS
+71.2%
-58.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | -0.4% |
| 7D | -7.0% | -1.0% | -6.1% | -6.9% |
| 30D | -4.3% | -17.6% | +13.4% | -2.2% |
| 3M | +8.4% | -28.3% | +36.8% | +12.0% |
| 6M | -5.9% | -11.2% | +5.3% | -6.2% |
| YTD | -34.3% | -36.3% | +2.0% | -32.5% |
| 1Y | -32.6% | +3.9% | -36.4% | -34.9% |
| 3Y | +101.3% | +1,728.8% | -1,627.5% | +32.6% |
| 5Y | +12.6% | +70.9% | -58.3% | -34.5% |
| All | +12.6% | +71.2% | -58.7% | -34.5% |
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