+8.4%
QBTS vs JEPQ
+21.4%
-12.9%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -2.5% |
| 7D | -2.4% | +0.7% | -3.1% | -4.7% |
| 30D | -22.5% | +2.0% | -24.5% | -27.2% |
| 3M | -40.0% | +2.0% | -42.0% | -42.0% |
| 6M | -12.3% | +10.4% | -22.7% | -35.5% |
| YTD | -36.6% | +11.6% | -48.2% | -55.5% |
| 1Y | +8.4% | +20.7% | -12.3% | -19.9% |
| All | +8.4% | +21.4% | -12.9% | -19.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling