+63.3%
QBTS vs GEN
+77.5%
-14.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.7% | -0.4% |
| 7D | -2.4% | -1.2% | -1.2% | -1.9% |
| 30D | -22.5% | +10.1% | -32.6% | -26.0% |
| 3M | -40.0% | +16.1% | -56.1% | -44.3% |
| 6M | -12.3% | +38.9% | -51.2% | -26.1% |
| YTD | -36.6% | +14.4% | -51.0% | -41.8% |
| 1Y | +8.4% | +5.9% | +2.6% | +2.9% |
| 3Y | +1,380.4% | +58.8% | +1,321.6% | +1,084.6% |
| 5Y | +69.7% | +24.7% | +45.0% | +27.6% |
| All | +63.3% | +77.5% | -14.1% | +22.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling