+74.1%
QBTS vs JEPI
+68.7%
+5.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.6% | +7.2% | +7.4% |
| 7D | +6.8% | -0.2% | +7.1% | +7.1% |
| 30D | -14.9% | -0.6% | -14.3% | -14.2% |
| 3M | -31.6% | +4.8% | -36.4% | -36.0% |
| 6M | -4.9% | +2.1% | -7.0% | -7.4% |
| YTD | -32.4% | +4.8% | -37.3% | -36.1% |
| 1Y | +14.6% | +8.4% | +6.1% | +4.6% |
| 3Y | +1,839.6% | +30.8% | +1,808.8% | +1,453.5% |
| 5Y | +81.2% | +41.0% | +40.3% | +50.5% |
| All | +74.1% | +68.7% | +5.3% | +39.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling