+75.4%
QBTS vs UPS
-35.0%
+110.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.9% | -2.7% |
| 7D | +3.8% | -3.7% | +7.5% | +5.2% |
| 30D | -15.2% | -3.7% | -11.5% | -14.1% |
| 3M | -27.2% | -6.6% | -20.7% | -25.6% |
| 6M | -10.1% | +2.6% | -12.6% | -11.0% |
| YTD | -34.5% | +4.8% | -39.3% | -35.8% |
| 1Y | +6.0% | +25.3% | -19.3% | -2.8% |
| 3Y | +1,779.3% | -26.9% | +1,806.1% | +1,835.1% |
| 5Y | +75.4% | -33.5% | +108.9% | +85.5% |
| All | +75.4% | -35.0% | +110.4% | +85.5% |
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 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