+64.1%
QBTS vs UPS
-22.2%
+86.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.4% | -2.9% |
| 7D | -1.0% | -3.4% | +2.5% | +0.1% |
| 30D | -17.6% | -2.7% | -14.9% | -17.0% |
| 3M | -28.3% | -1.6% | -26.7% | -28.0% |
| 6M | -11.2% | +2.3% | -13.5% | -11.9% |
| YTD | -36.3% | +5.6% | -41.9% | -37.6% |
| 1Y | +3.9% | +27.1% | -23.2% | -4.3% |
| 3Y | +1,728.8% | -26.3% | +1,755.1% | +1,772.6% |
| 5Y | +70.9% | -34.5% | +105.3% | +78.1% |
| All | +64.1% | -22.2% | +86.4% | +66.5% |
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