-40.4%
ADBE vs JEPQ
+94.0%
-134.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +0.5% |
| 7D | -5.4% | -0.2% | -5.2% | -5.2% |
| 30D | -2.5% | +0.8% | -3.3% | -3.3% |
| 3M | +15.3% | +4.0% | +11.3% | +9.1% |
| 6M | -7.8% | +10.4% | -18.2% | -19.3% |
| YTD | -27.9% | +11.4% | -39.4% | -37.8% |
| 1Y | -28.0% | +18.9% | -47.0% | -43.1% |
| 3Y | -55.3% | +70.3% | -125.6% | -79.0% |
| All | -40.4% | +94.0% | -134.4% | -75.6% |
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