+63.3%
QBTS vs RGEN
-7.0%
+70.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.0% |
| 7D | -2.4% | -4.9% | +2.5% | -0.7% |
| 30D | -22.5% | +5.7% | -28.2% | -24.0% |
| 3M | -40.0% | +32.4% | -72.5% | -46.8% |
| 6M | -12.3% | +33.2% | -45.5% | -22.6% |
| YTD | -36.6% | +2.3% | -38.9% | -38.2% |
| 1Y | +8.4% | +39.0% | -30.6% | -5.3% |
| 3Y | +1,380.4% | -4.6% | +1,385.0% | +1,304.6% |
| 5Y | +69.7% | -42.7% | +112.4% | +66.1% |
| All | +63.3% | -7.0% | +70.4% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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