+65.5%
QBTS vs JEPI
+68.1%
-2.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | -0.1% |
| 7D | +1.3% | -1.0% | +2.3% | +2.7% |
| 30D | -19.0% | -1.4% | -17.6% | -17.4% |
| 3M | -29.5% | +3.5% | -33.0% | -32.8% |
| 6M | -11.2% | +1.9% | -13.1% | -13.2% |
| YTD | -35.8% | +4.4% | -40.2% | -38.9% |
| 1Y | +1.7% | +7.2% | -5.5% | -5.8% |
| 3Y | +1,470.1% | +29.8% | +1,440.3% | +1,165.5% |
| 5Y | +72.3% | +41.7% | +30.6% | +43.6% |
| All | +65.5% | +68.1% | -2.6% | +33.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling