+194.9%
IONQ vs JEPQ
+61.3%
+133.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.0% | -4.6% | -8.2% |
| 7D | +15.3% | -0.3% | +15.6% | +16.5% |
| 30D | -6.1% | -6.6% | +0.5% | +14.8% |
| 3M | -21.6% | -2.6% | -19.0% | -14.2% |
| 6M | -40.1% | +0.5% | -40.6% | -38.1% |
| YTD | -24.1% | +7.1% | -31.2% | -33.4% |
| 1Y | -37.4% | +8.1% | -45.5% | -45.7% |
| All | +194.9% | +61.3% | +133.6% | +8.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling