+354.1%
IONQ vs JEPQ
+86.5%
+267.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.0% | -4.6% | -8.2% |
| 7D | +15.3% | -0.3% | +15.6% | +16.6% |
| 30D | -6.1% | -6.6% | +0.5% | +14.4% |
| 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% | -33.2% |
| 1Y | -37.4% | +8.1% | -45.5% | -45.5% |
| 3Y | +219.5% | +61.2% | +158.4% | +6.8% |
| All | +354.1% | +86.5% | +267.7% | +30.1% |
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