+341.6%
SOXX vs QBTS
+62.5%
+279.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.7% | -0.1% | -2.6% |
| 7D | +3.0% | -1.0% | +4.0% | +3.1% |
| 30D | -3.1% | -17.6% | +14.5% | -2.0% |
| 3M | -4.4% | -28.3% | +23.9% | -2.6% |
| 6M | +52.9% | -11.2% | +64.1% | +52.7% |
| YTD | +72.0% | -36.3% | +108.3% | +74.4% |
| 1Y | +105.1% | +3.9% | +101.2% | +101.1% |
| 3Y | +220.6% | +1,728.8% | -1,508.2% | +159.3% |
| 5Y | +244.8% | +70.9% | +173.9% | +172.7% |
| All | +341.6% | +62.5% | +279.1% | +258.4% |
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