-3.1%
QBTS vs BEN
+99.1%
-102.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -1.2% | -6.4% | -6.9% |
| 7D | +8.7% | +11.3% | -2.6% | +2.7% |
| 30D | -26.5% | +15.0% | -41.5% | -31.5% |
| 3M | -52.6% | +7.8% | -60.4% | -54.2% |
| 6M | -56.0% | +15.5% | -71.5% | -58.7% |
| YTD | -62.4% | +55.4% | -117.8% | -69.4% |
| 1Y | -62.7% | +63.3% | -126.0% | -70.2% |
| 3Y | +1,266.7% | +83.4% | +1,183.2% | +926.1% |
| 5Y | +0.2% | +28.1% | -27.9% | -19.2% |
| All | -3.1% | +99.1% | -102.2% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling