+72.0%
QBTS vs TRI
-10.0%
+82.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.5% |
| 7D | +1.3% | -7.9% | +9.2% | +3.1% |
| 30D | -19.0% | -4.5% | -14.5% | -18.5% |
| 3M | -29.5% | +22.1% | -51.6% | -34.9% |
| 6M | -11.2% | -2.8% | -8.4% | -12.2% |
| YTD | -35.8% | -23.4% | -12.3% | -31.5% |
| 1Y | +1.7% | -41.5% | +43.2% | +20.0% |
| 3Y | +1,470.1% | -19.2% | +1,489.3% | +1,573.8% |
| All | +72.0% | -10.0% | +82.0% | +95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 5y: compounded portfolio wealth divided by compounded TRI 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…
5y analysis · Full analysis span regression · 6 months rolling