+59.8%
SPGI vs QBTS
+4.2%
+55.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QBTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +18.0% | -19.0% | -1.3% |
| 7D | +0.3% | +0.3% | 0.0% | +0.2% |
| 30D | +18.4% | -29.8% | +48.2% | +19.0% |
| 3M | +15.7% | -45.0% | +60.7% | +16.7% |
| 6M | +17.3% | -55.2% | +72.5% | +18.3% |
| YTD | -4.7% | -59.2% | +54.4% | -4.0% |
| 1Y | +1.8% | -62.4% | +64.2% | +2.6% |
| 3Y | +31.7% | +1,264.0% | -1,232.3% | +19.4% |
| 5Y | +12.1% | +8.8% | +3.3% | -4.8% |
| All | +59.8% | +4.2% | +55.6% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QBTS.
Daily Out/Under-Performance
Portfolio return minus QBTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QBTS 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 QBTS 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