+70.9%
QBTS vs GIS
-25.0%
+95.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.0% | +0.4% | -4.3% |
| 7D | -1.0% | -8.4% | +7.5% | -5.6% |
| 30D | -17.6% | -5.2% | -12.5% | -19.7% |
| 3M | -28.3% | +8.2% | -36.5% | -24.3% |
| 6M | -11.2% | -12.0% | +0.8% | -16.0% |
| YTD | -36.3% | -18.9% | -17.4% | -42.0% |
| 1Y | +3.9% | -23.6% | +27.5% | -7.5% |
| 3Y | +1,728.8% | -37.6% | +1,766.4% | +1,374.5% |
| 5Y | +70.9% | -25.2% | +96.1% | +21.8% |
| All | +70.9% | -25.0% | +95.9% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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