+47.6%
SOFI vs QBTS
+69.1%
-21.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.6% | -7.7% | -1.9% |
| 7D | +5.6% | +6.8% | -1.2% | +4.8% |
| 30D | -2.0% | -14.9% | +12.9% | -0.2% |
| 3M | +9.2% | -31.6% | +40.7% | +13.3% |
| 6M | -4.7% | -4.9% | +0.2% | -5.8% |
| YTD | -31.2% | -32.4% | +1.2% | -29.8% |
| 1Y | -30.6% | +14.6% | -45.2% | -33.8% |
| 3Y | +110.6% | +1,839.6% | -1,729.0% | +35.4% |
| 5Y | +16.4% | +81.2% | -64.8% | -21.4% |
| All | +47.6% | +69.1% | -21.5% | -0.5% |
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 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