+0.2%
QBTS vs UPS
-34.3%
+34.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -1.8% | -5.8% | -7.0% |
| 7D | +8.7% | -0.6% | +9.3% | +8.9% |
| 30D | -26.5% | +16.4% | -42.9% | -30.3% |
| 3M | -52.6% | +7.9% | -60.5% | -53.9% |
| 6M | -56.0% | +15.8% | -71.8% | -58.3% |
| YTD | -62.4% | +16.6% | -78.9% | -64.6% |
| 1Y | -62.7% | +22.3% | -85.0% | -65.6% |
| 3Y | +1,266.7% | -6.2% | +1,272.9% | +1,213.1% |
| 5Y | +0.2% | -34.4% | +34.6% | +1.9% |
| All | +0.2% | -34.3% | +34.5% | +1.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling