+104.3%
IONQ vs JEPI
+31.7%
+72.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.6% | +2.4% |
| 7D | +0.8% | -0.3% | +1.2% | +1.9% |
| 30D | -1.0% | +0.1% | -1.2% | -1.6% |
| 3M | -39.8% | +4.8% | -44.6% | -48.3% |
| 6M | +6.4% | +1.0% | +5.4% | +2.8% |
| YTD | -11.9% | +5.5% | -17.4% | -26.0% |
| 1Y | -6.2% | +9.2% | -15.4% | -29.2% |
| All | +104.3% | +31.7% | +72.7% | -2.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling