+1,457.0%
QBTS vs JEPQ
+69.3%
+1,387.7%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -0.5% |
| 7D | -1.0% | -0.7% | -0.3% | +0.9% |
| 30D | -17.6% | +0.6% | -18.2% | -18.5% |
| 3M | -28.3% | +5.8% | -34.1% | -37.1% |
| 6M | -11.2% | +9.7% | -20.8% | -26.8% |
| YTD | -36.3% | +10.5% | -46.8% | -48.1% |
| 1Y | +3.9% | +18.4% | -14.5% | -26.4% |
| All | +1,457.0% | +69.3% | +1,387.7% | +351.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling