+70.2%
QBTS vs URI
+200.7%
-130.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -2.1% |
| 7D | -2.4% | -2.0% | -0.4% | -1.6% |
| 30D | -22.5% | -12.9% | -9.5% | -17.7% |
| 3M | -40.0% | -6.7% | -33.3% | -38.3% |
| 6M | -12.3% | +19.0% | -31.3% | -20.7% |
| YTD | -36.6% | +25.5% | -62.1% | -44.3% |
| 1Y | +8.4% | +5.5% | +2.9% | +3.1% |
| 3Y | +1,380.4% | +111.3% | +1,269.0% | +970.6% |
| All | +70.2% | +200.7% | -130.4% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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