+253.1%
IONQ vs JEPI
+63.4%
+189.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.6% | -5.2% | -4.2% |
| 7D | +1.3% | -1.1% | +2.5% | +4.6% |
| 30D | -10.3% | -1.3% | -9.1% | -7.2% |
| 3M | -32.7% | +3.3% | -36.1% | -38.7% |
| 6M | +6.3% | +1.0% | +5.3% | +3.0% |
| YTD | -15.0% | +4.2% | -19.2% | -24.3% |
| 1Y | -13.3% | +7.9% | -21.2% | -29.5% |
| 3Y | +97.2% | +30.0% | +67.2% | +7.6% |
| 5Y | +278.7% | +40.9% | +237.8% | +83.5% |
| All | +253.1% | +63.4% | +189.8% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 10y: compounded portfolio wealth divided by compounded JEPI 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…
10y analysis · Full analysis span regression · 6 months rolling