+234.4%
AMD vs JEPQ
+19.7%
+214.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.1% | +3.2% | +3.4% |
| 7D | +14.0% | +1.1% | +12.9% | +10.3% |
| 30D | +11.0% | +1.3% | +9.7% | +6.7% |
| 3M | +9.6% | +4.7% | +4.9% | -1.9% |
| 6M | +157.1% | +10.6% | +146.5% | +104.7% |
| YTD | +143.3% | +11.4% | +131.9% | +91.9% |
| 1Y | +234.4% | +19.4% | +215.0% | +118.7% |
| All | +234.4% | +19.7% | +214.7% | +118.7% |
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