+64.1%
QBTS vs TRV
+204.9%
-140.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -2.8% |
| 7D | -1.0% | -1.5% | +0.5% | -0.8% |
| 30D | -17.6% | -1.8% | -15.8% | -17.5% |
| 3M | -28.3% | +21.6% | -49.9% | -30.8% |
| 6M | -11.2% | +22.5% | -33.7% | -14.5% |
| YTD | -36.3% | +28.1% | -64.4% | -39.5% |
| 1Y | +3.9% | +37.0% | -33.2% | -3.2% |
| 3Y | +1,728.8% | +141.9% | +1,586.9% | +1,533.9% |
| 5Y | +70.9% | +158.5% | -87.6% | +52.9% |
| All | +64.1% | +204.9% | -140.7% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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