+64.1%
QBTS vs SRE
+57.9%
+6.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.5% | -2.3% |
| 7D | -1.0% | -0.7% | -0.3% | -0.7% |
| 30D | -17.6% | -1.7% | -15.9% | -17.5% |
| 3M | -28.3% | -7.1% | -21.3% | -27.1% |
| 6M | -11.2% | -8.4% | -2.8% | -9.4% |
| YTD | -36.3% | -3.5% | -32.8% | -36.3% |
| 1Y | +3.9% | +5.4% | -1.5% | +1.3% |
| 3Y | +1,728.8% | +29.5% | +1,699.2% | +1,640.8% |
| 5Y | +70.9% | +48.3% | +22.6% | +60.2% |
| All | +64.1% | +57.9% | +6.3% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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