+65.5%
QBTS vs TRU
-15.7%
+81.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.1% | +0.4% |
| 7D | +1.3% | -2.7% | +4.1% | +2.5% |
| 30D | -19.0% | -2.0% | -17.0% | -18.6% |
| 3M | -29.5% | +18.4% | -47.9% | -36.4% |
| 6M | -11.2% | +8.9% | -20.0% | -16.6% |
| YTD | -35.8% | -8.9% | -26.8% | -35.1% |
| 1Y | +1.7% | -15.9% | +17.6% | +6.0% |
| 3Y | +1,470.1% | -1.1% | +1,471.2% | +1,358.8% |
| 5Y | +72.3% | -35.2% | +107.5% | +55.3% |
| All | +65.5% | -15.7% | +81.2% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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