+105.5%
V vs QBTS
+16.9%
+88.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +7.4% | -7.5% | -0.2% |
| 7D | -0.8% | +13.7% | -14.5% | -0.9% |
| 30D | +9.5% | -21.3% | +30.8% | +9.7% |
| 3M | +16.7% | -44.7% | +61.4% | +17.2% |
| 6M | +32.9% | -49.2% | +82.1% | +33.4% |
| YTD | +21.1% | -56.1% | +77.2% | +21.5% |
| 1Y | +26.6% | -61.1% | +87.8% | +27.0% |
| 3Y | +78.4% | +1,511.0% | -1,432.6% | +71.6% |
| 5Y | +105.5% | +16.6% | +88.9% | +91.4% |
| All | +105.5% | +16.9% | +88.6% | +91.4% |
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 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