+68.7%
QBTS vs GEN
+72.3%
-3.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | +3.8% | -2.9% | +6.7% | +5.1% |
| 30D | -15.2% | +2.1% | -17.3% | -16.3% |
| 3M | -27.2% | +19.7% | -46.9% | -33.6% |
| 6M | -10.1% | +33.3% | -43.3% | -22.9% |
| YTD | -34.5% | +11.1% | -45.6% | -39.1% |
| 1Y | +6.0% | +3.0% | +3.0% | +1.8% |
| 3Y | +1,779.3% | +57.9% | +1,721.4% | +1,409.8% |
| 5Y | +75.4% | +20.6% | +54.8% | +33.5% |
| All | +68.7% | +72.3% | -3.6% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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