+70.9%
QBTS vs AU
+673.1%
-602.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.3% | +1.6% | -1.9% |
| 7D | -1.0% | -7.0% | +6.0% | +0.4% |
| 30D | -17.6% | +7.3% | -24.9% | -18.7% |
| 3M | -28.3% | +33.2% | -61.6% | -31.8% |
| 6M | -11.2% | -0.6% | -10.6% | -12.0% |
| YTD | -36.3% | +26.2% | -62.4% | -38.3% |
| 1Y | +3.9% | +68.3% | -64.4% | -1.6% |
| 3Y | +1,728.8% | +592.1% | +1,136.6% | +1,538.5% |
| 5Y | +70.9% | +685.3% | -614.4% | +45.8% |
| All | +70.9% | +673.1% | -602.2% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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