+408.5%
IONQ vs JEPQ
+94.0%
+314.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.1% | -5.6% | -5.4% |
| 7D | +1.3% | +1.1% | +0.3% | -1.6% |
| 30D | -10.3% | +1.3% | -11.6% | -12.9% |
| 3M | -32.7% | +4.7% | -37.4% | -39.6% |
| 6M | +6.3% | +10.6% | -4.3% | -15.6% |
| YTD | -15.0% | +11.4% | -26.4% | -33.8% |
| 1Y | -13.3% | +19.4% | -32.7% | -43.0% |
| 3Y | +97.2% | +71.7% | +25.5% | -44.8% |
| All | +408.5% | +94.0% | +314.5% | +29.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling