+63.3%
QBTS vs USB
+77.2%
-13.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.2% | -1.3% |
| 7D | -2.4% | +1.4% | -3.9% | -3.3% |
| 30D | -22.5% | -1.3% | -21.2% | -21.9% |
| 3M | -40.0% | +15.2% | -55.3% | -45.7% |
| 6M | -12.3% | +18.8% | -31.2% | -21.9% |
| YTD | -36.6% | +21.0% | -57.6% | -44.0% |
| 1Y | +8.4% | +34.0% | -25.6% | -9.7% |
| 3Y | +1,380.4% | +95.3% | +1,285.0% | +895.9% |
| 5Y | +69.7% | +40.4% | +29.3% | +12.4% |
| All | +63.3% | +77.2% | -13.8% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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