+4.9%
QBTS vs TECH
-2.3%
+7.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +2.6% | +0.1% | +2.5% | +2.6% |
| 30D | -22.5% | +0.3% | -22.8% | -22.6% |
| 3M | -47.4% | +1.0% | -48.4% | -47.5% |
| 6M | -55.7% | +54.0% | -109.7% | -61.1% |
| YTD | -59.3% | +24.3% | -83.6% | -62.4% |
| 1Y | -63.3% | +23.7% | -87.0% | -66.1% |
| 3Y | +1,379.2% | +28.5% | +1,350.7% | +1,254.7% |
| 5Y | +8.3% | -41.2% | +49.6% | +1.1% |
| All | +4.9% | -2.3% | +7.3% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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