-5.8%
QBTS vs UPS
-12.5%
+6.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.8% | -4.7% | -3.4% |
| 7D | -10.5% | +3.8% | -14.3% | -11.4% |
| 30D | -20.5% | +17.4% | -37.9% | -24.4% |
| 3M | -54.3% | +8.2% | -62.5% | -55.5% |
| 6M | -55.4% | +17.9% | -73.4% | -57.7% |
| YTD | -63.4% | +18.7% | -82.1% | -65.5% |
| 1Y | -59.1% | +24.8% | -83.9% | -62.1% |
| 3Y | +1,216.8% | -4.5% | +1,221.3% | +1,166.4% |
| 5Y | -2.6% | -33.2% | +30.6% | -2.0% |
| All | -5.8% | -12.5% | +6.7% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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