+8.5%
QBTS vs MUB
+3.3%
+5.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | +0.1% | +17.9% | +17.8% |
| 7D | +0.3% | +0.7% | -0.4% | -1.2% |
| 30D | -29.8% | +4.4% | -34.2% | -35.8% |
| 3M | -45.0% | -0.2% | -44.8% | -44.8% |
| 6M | -55.2% | -0.6% | -54.6% | -54.4% |
| YTD | -59.2% | +0.3% | -59.5% | -59.1% |
| 1Y | -62.4% | +0.8% | -63.1% | -62.5% |
| 3Y | +1,264.0% | +12.0% | +1,252.0% | +1,089.1% |
| All | +8.5% | +3.3% | +5.2% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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