+295.7%
AMD vs JEPQ
+54.7%
+240.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.2% | +9.9% | +8.1% |
| 7D | -11.0% | -5.6% | -5.4% | +4.7% |
| 30D | -30.5% | -11.3% | -19.2% | -3.3% |
| 3M | -8.2% | -6.5% | -1.7% | +12.8% |
| 6M | +6.6% | -3.6% | +10.1% | +26.3% |
| YTD | +109.7% | +2.2% | +107.4% | +121.7% |
| 1Y | +88.9% | +4.8% | +84.1% | +90.3% |
| All | +295.7% | +54.7% | +240.9% | +18.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling