+195.2%
AMD vs JEPQ
+21.4%
+173.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.3% | +4.4% | +3.8% |
| 7D | +2.6% | +0.7% | +1.9% | +0.5% |
| 30D | -0.9% | +2.0% | -2.9% | -6.7% |
| 3M | -8.7% | +2.0% | -10.7% | -11.2% |
| 6M | +136.3% | +10.4% | +125.9% | +89.6% |
| YTD | +123.0% | +11.6% | +111.4% | +75.2% |
| 1Y | +195.2% | +20.7% | +174.5% | +114.9% |
| All | +195.2% | +21.4% | +173.8% | +114.9% |
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