+304.7%
IONQ vs JEPI
+41.6%
+263.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +4.2% |
| 7D | +7.1% | -0.2% | +7.3% | +7.8% |
| 30D | -8.9% | -0.6% | -8.3% | -7.5% |
| 3M | -35.6% | +4.8% | -40.4% | -44.1% |
| 6M | +13.3% | +2.1% | +11.2% | +6.0% |
| YTD | -9.8% | +4.8% | -14.6% | -21.6% |
| 1Y | -1.3% | +8.4% | -9.8% | -21.9% |
| 3Y | +109.3% | +30.8% | +78.5% | +7.1% |
| 5Y | +304.7% | +41.0% | +263.7% | +79.9% |
| All | +304.7% | +41.6% | +263.1% | +79.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling