+81.2%
QBTS vs MUB
+2.2%
+79.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | 0.0% | +6.6% | +6.6% |
| 7D | +6.8% | -0.3% | +7.1% | +7.4% |
| 30D | -14.9% | -1.5% | -13.3% | -12.2% |
| 3M | -31.6% | -1.9% | -29.7% | -28.8% |
| 6M | -4.9% | -1.7% | -3.2% | -1.2% |
| YTD | -32.4% | -0.8% | -31.6% | -30.7% |
| 1Y | +14.6% | +1.5% | +13.1% | +13.4% |
| 3Y | +1,839.6% | +8.8% | +1,830.9% | +1,621.3% |
| 5Y | +81.2% | +2.0% | +79.2% | +70.1% |
| All | +81.2% | +2.2% | +79.0% | +70.1% |
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