+70.9%
QBTS vs OTIS
-19.0%
+89.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.0% | -0.7% | -2.2% |
| 7D | -1.0% | -5.0% | +4.1% | +0.3% |
| 30D | -17.6% | -6.5% | -11.2% | -16.3% |
| 3M | -28.3% | -2.0% | -26.4% | -28.4% |
| 6M | -11.2% | -20.2% | +9.0% | -5.9% |
| YTD | -36.3% | -21.0% | -15.3% | -32.7% |
| 1Y | +3.9% | -20.9% | +24.7% | +9.7% |
| 3Y | +1,728.8% | -13.3% | +1,742.1% | +1,749.7% |
| 5Y | +70.9% | -18.5% | +89.4% | +79.7% |
| All | +70.9% | -19.0% | +89.8% | +79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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