+173.6%
QBTS vs MSFU
+76.3%
+97.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.2% | +2.7% | +0.9% |
| 7D | -2.4% | -5.7% | +3.3% | +0.7% |
| 30D | -22.5% | +4.2% | -26.7% | -25.2% |
| 3M | -40.0% | +27.9% | -67.9% | -49.6% |
| 6M | -12.3% | +37.1% | -49.4% | -31.0% |
| YTD | -36.6% | -7.4% | -29.2% | -38.2% |
| 1Y | +8.4% | -19.6% | +28.0% | +14.3% |
| 3Y | +1,380.4% | +33.2% | +1,347.2% | +1,000.4% |
| All | +173.6% | +76.3% | +97.3% | +81.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling