+76.2%
QBTS vs MSFU
+93.3%
-17.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | -1.9% | +19.9% | +19.0% |
| 7D | +0.3% | +2.5% | -2.2% | -1.6% |
| 30D | -29.8% | -1.3% | -28.5% | -29.5% |
| 3M | -45.0% | +8.6% | -53.6% | -48.3% |
| 6M | -55.2% | +48.4% | -103.6% | -66.3% |
| YTD | -59.2% | +1.6% | -60.7% | -62.5% |
| 1Y | -62.4% | -5.8% | -56.6% | -63.8% |
| 3Y | +1,264.0% | +30.9% | +1,233.0% | +917.0% |
| All | +76.2% | +93.3% | -17.1% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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