+81.2%
QBTS vs GEN
+22.3%
+58.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -2.7% | +9.3% | +8.0% |
| 7D | +6.8% | -0.7% | +7.5% | +7.1% |
| 30D | -14.9% | +2.6% | -17.5% | -16.4% |
| 3M | -31.6% | +15.8% | -47.4% | -37.2% |
| 6M | -4.9% | +33.1% | -38.1% | -20.2% |
| YTD | -32.4% | +11.3% | -43.7% | -37.8% |
| 1Y | +14.6% | +1.7% | +12.9% | +10.4% |
| 3Y | +1,839.6% | +58.1% | +1,781.5% | +1,385.9% |
| 5Y | +81.2% | +20.6% | +60.6% | +28.4% |
| All | +81.2% | +22.3% | +58.9% | +28.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling