-2.9%
QBTS vs TRU
-26.5%
+23.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.1% | -3.0% | -2.9% |
| 7D | -10.5% | 0.0% | -10.5% | -10.4% |
| 30D | -20.5% | +21.3% | -41.8% | -28.1% |
| 3M | -54.3% | +0.2% | -54.5% | -55.1% |
| 6M | -55.4% | +22.4% | -77.8% | -61.3% |
| YTD | -63.4% | -4.8% | -58.6% | -64.3% |
| 1Y | -59.1% | -0.2% | -58.9% | -61.1% |
| 3Y | +1,216.8% | +57.9% | +1,158.9% | +954.7% |
| All | -2.9% | -26.5% | +23.5% | -19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling