-3.1%
QBTS vs RMD
+21.2%
-24.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +0.2% | -7.8% | -7.6% |
| 7D | +8.7% | -0.2% | +8.9% | +8.7% |
| 30D | -26.5% | +1.6% | -28.1% | -26.8% |
| 3M | -52.6% | +6.0% | -58.6% | -53.3% |
| 6M | -56.0% | +17.9% | -73.9% | -58.3% |
| YTD | -62.4% | 0.0% | -62.4% | -62.6% |
| 1Y | -62.7% | -4.5% | -58.2% | -62.5% |
| 3Y | +1,266.7% | +70.8% | +1,195.9% | +1,013.3% |
| 5Y | +0.2% | -2.0% | +2.3% | -12.5% |
| All | -3.1% | +21.2% | -24.3% | -17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling