+75.4%
QBTS vs INDA
+5.9%
+69.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.3% | -2.2% |
| 7D | +3.8% | -2.6% | +6.4% | +6.6% |
| 30D | -15.2% | -2.9% | -12.3% | -12.4% |
| 3M | -27.2% | +2.4% | -29.6% | -28.4% |
| 6M | -10.1% | -2.6% | -7.5% | -6.3% |
| YTD | -34.5% | -10.0% | -24.6% | -27.1% |
| 1Y | +6.0% | -7.7% | +13.7% | +15.3% |
| 3Y | +1,779.3% | +8.9% | +1,770.4% | +1,669.2% |
| 5Y | +75.4% | +6.0% | +69.4% | +59.7% |
| All | +75.4% | +5.9% | +69.5% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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