+74.1%
QBTS vs AGI
+318.2%
-244.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.4% | +8.0% | +6.9% |
| 7D | +6.8% | +4.4% | +2.5% | +5.8% |
| 30D | -14.9% | +10.0% | -24.8% | -16.5% |
| 3M | -31.6% | +1.7% | -33.3% | -32.1% |
| 6M | -4.9% | -26.8% | +21.8% | -0.3% |
| YTD | -32.4% | -5.3% | -27.1% | -31.4% |
| 1Y | +14.6% | +11.5% | +3.1% | +14.9% |
| 3Y | +1,839.6% | +212.9% | +1,626.7% | +1,818.7% |
| 5Y | +81.2% | +388.8% | -307.5% | +83.9% |
| All | +74.1% | +318.2% | -244.1% | +76.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling