+185.7%
IONQ vs JEPI
+69.8%
+116.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.3% | -9.1% | -8.6% |
| 7D | +16.8% | +2.9% | +13.8% | +8.2% |
| 30D | -11.1% | +2.6% | -13.7% | -16.6% |
| 3M | -31.7% | +2.2% | -34.0% | -35.5% |
| 6M | -44.8% | +7.6% | -52.4% | -54.8% |
| YTD | -31.2% | +8.3% | -39.5% | -44.6% |
| 1Y | -39.1% | +9.7% | -48.9% | -52.5% |
| 3Y | +189.5% | +36.7% | +152.8% | +38.2% |
| 5Y | +53.2% | +44.4% | +8.8% | -31.4% |
| All | +185.7% | +69.8% | +116.0% | +5.1% |
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