+63.3%
QBTS vs MUB
+3.4%
+60.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.5% | -1.5% |
| 7D | -2.4% | -0.9% | -1.6% | -0.8% |
| 30D | -22.5% | -1.4% | -21.1% | -20.3% |
| 3M | -40.0% | -2.2% | -37.9% | -37.4% |
| 6M | -12.3% | -1.9% | -10.4% | -8.7% |
| YTD | -36.6% | -0.8% | -35.8% | -35.1% |
| 1Y | +8.4% | +2.7% | +5.7% | +5.4% |
| 3Y | +1,380.4% | +8.6% | +1,371.8% | +1,221.9% |
| 5Y | +69.7% | +2.0% | +67.7% | +59.1% |
| All | +63.3% | +3.4% | +60.0% | +50.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling