+437.2%
AMD vs JEPQ
+85.8%
+351.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -1.0% | -7.7% | -6.2% |
| 7D | +18.9% | +3.4% | +15.5% | +10.6% |
| 30D | -6.4% | -5.6% | -0.8% | +11.0% |
| 3M | +10.6% | -4.2% | +14.7% | +27.6% |
| 6M | +19.9% | -0.2% | +20.1% | +30.5% |
| YTD | +149.4% | +6.7% | +142.7% | +138.4% |
| 1Y | +115.4% | +9.5% | +105.9% | +95.6% |
| 3Y | +357.3% | +60.5% | +296.7% | +90.6% |
| All | +437.2% | +85.8% | +351.4% | +86.4% |
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 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