+9.0%
ABNB vs JEPQ
+94.0%
-85.0%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.4% |
| 7D | -6.5% | -0.2% | -6.3% | -6.2% |
| 30D | -5.5% | +0.8% | -6.3% | -6.6% |
| 3M | +30.0% | +4.0% | +26.1% | +21.7% |
| 6M | +27.6% | +10.4% | +17.2% | +9.0% |
| YTD | +25.4% | +11.4% | +14.0% | +5.6% |
| 1Y | +38.3% | +18.9% | +19.4% | +4.9% |
| 3Y | +15.5% | +70.3% | -54.8% | -51.9% |
| All | +9.0% | +94.0% | -85.0% | -60.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling