+42.0%
SOFI vs QBTS
+60.8%
-18.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.5% |
| 7D | -4.9% | +1.3% | -6.3% | -5.1% |
| 30D | -3.5% | -19.0% | +15.5% | -1.1% |
| 3M | +3.9% | -29.5% | +33.4% | +7.5% |
| 6M | -6.5% | -11.2% | +4.6% | -6.9% |
| YTD | -33.8% | -35.8% | +1.9% | -32.1% |
| 1Y | -33.3% | +1.7% | -35.0% | -35.5% |
| 3Y | +94.6% | +1,470.1% | -1,375.5% | +27.0% |
| 5Y | +13.3% | +72.3% | -59.0% | -23.1% |
| All | +42.0% | +60.8% | -18.8% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QBTS.
Daily Out/Under-Performance
Portfolio return minus QBTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QBTS 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 QBTS 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