+70.9%
QBTS vs JEPI
+39.8%
+31.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.0% |
| 7D | -1.0% | -2.0% | +1.1% | +2.1% |
| 30D | -17.6% | -2.0% | -15.6% | -15.1% |
| 3M | -28.3% | +3.8% | -32.1% | -32.1% |
| 6M | -11.2% | +0.8% | -12.0% | -12.0% |
| YTD | -36.3% | +3.7% | -40.0% | -39.0% |
| 1Y | +3.9% | +7.1% | -3.2% | -4.1% |
| 3Y | +1,728.8% | +29.4% | +1,699.4% | +1,363.7% |
| 5Y | +70.9% | +40.8% | +30.1% | +43.3% |
| All | +70.9% | +39.8% | +31.0% | +43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling