-44.7%
IONQ vs JEPQ
+8.1%
-52.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -4.1% |
| 7D | -8.9% | -4.9% | -4.0% | +5.5% |
| 30D | -31.3% | -6.7% | -24.6% | -15.3% |
| 3M | -29.2% | -3.0% | -26.2% | -21.3% |
| 6M | -35.4% | +1.4% | -36.8% | -34.5% |
| YTD | -34.2% | +6.5% | -40.6% | -41.1% |
| 1Y | -44.7% | +8.4% | -53.1% | -52.5% |
| All | -44.7% | +8.1% | -52.8% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPQ.
Daily Out/Under-Performance
Portfolio return minus JEPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPQ 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 1y: compounded portfolio wealth divided by compounded JEPQ 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…
1y analysis · Full analysis span regression · 6 months rolling