+64.1%
QBTS vs RMD
+11.4%
+52.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.6% |
| 7D | -1.0% | -4.2% | +3.2% | +0.1% |
| 30D | -17.6% | -2.1% | -15.6% | -17.3% |
| 3M | -28.3% | +13.8% | -42.1% | -31.2% |
| 6M | -11.2% | -10.6% | -0.6% | -8.8% |
| YTD | -36.3% | -8.1% | -28.2% | -35.2% |
| 1Y | +3.9% | -18.0% | +21.8% | +9.0% |
| 3Y | +1,728.8% | +52.9% | +1,675.9% | +1,436.9% |
| 5Y | +70.9% | -22.3% | +93.1% | +53.5% |
| All | +64.1% | +11.4% | +52.7% | +42.8% |
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