-5.8%
QBTS vs RMD
+21.9%
-27.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.3% | -3.1% | -2.9% |
| 7D | -10.5% | +2.1% | -12.6% | -10.9% |
| 30D | -20.5% | +2.1% | -22.6% | -21.0% |
| 3M | -54.3% | +6.2% | -60.5% | -55.0% |
| 6M | -55.4% | +19.4% | -74.8% | -57.9% |
| YTD | -63.4% | +0.5% | -64.0% | -63.7% |
| 1Y | -59.1% | -3.9% | -55.2% | -58.9% |
| 3Y | +1,216.8% | +72.5% | +1,144.3% | +969.8% |
| 5Y | -2.6% | -1.5% | -1.1% | -15.1% |
| All | -5.8% | +21.9% | -27.7% | -20.0% |
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