+70.2%
QBTS vs AA
+10.5%
+59.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | -0.6% |
| 7D | -2.4% | -0.7% | -1.7% | -2.2% |
| 30D | -22.5% | +5.0% | -27.5% | -23.9% |
| 3M | -40.0% | -35.8% | -4.2% | -29.4% |
| 6M | -12.3% | -18.4% | +6.1% | -6.7% |
| YTD | -36.6% | -5.5% | -31.1% | -35.8% |
| 1Y | +8.4% | +61.0% | -52.5% | -8.4% |
| 3Y | +1,380.4% | +66.2% | +1,314.1% | +1,086.3% |
| All | +70.2% | +10.5% | +59.8% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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