+74.1%
QBTS vs QSR
+55.9%
+18.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -2.4% | +8.9% | +6.9% |
| 7D | +6.8% | +0.1% | +6.8% | +6.8% |
| 30D | -14.9% | +5.9% | -20.8% | -15.4% |
| 3M | -31.6% | +10.5% | -42.1% | -32.5% |
| 6M | -4.9% | +7.7% | -12.7% | -6.3% |
| YTD | -32.4% | +16.8% | -49.2% | -34.3% |
| 1Y | +14.6% | +30.9% | -16.3% | +8.6% |
| 3Y | +1,839.6% | +28.2% | +1,811.4% | +1,761.3% |
| 5Y | +81.2% | +45.0% | +36.3% | +82.8% |
| All | +74.1% | +55.9% | +18.2% | +75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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