+72.0%
QBTS vs AGI
+400.3%
-328.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.7% |
| 7D | +1.3% | -2.7% | +4.1% | +2.0% |
| 30D | -19.0% | +7.2% | -26.2% | -20.3% |
| 3M | -29.5% | +4.3% | -33.7% | -30.4% |
| 6M | -11.2% | -27.1% | +15.9% | -6.0% |
| YTD | -35.8% | -6.6% | -29.2% | -34.4% |
| 1Y | +1.7% | +9.5% | -7.8% | +2.4% |
| 3Y | +1,470.1% | +208.4% | +1,261.6% | +1,460.2% |
| All | +72.0% | +400.3% | -328.3% | +77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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