+408.7%
AMD vs JEPQ
+94.2%
+314.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.9% | +6.0% |
| 7D | +10.0% | +1.4% | +8.6% | +6.4% |
| 30D | +4.6% | +1.3% | +3.3% | +1.6% |
| 3M | +3.1% | +3.8% | -0.7% | -2.7% |
| 6M | +162.8% | +12.2% | +150.6% | +111.9% |
| YTD | +136.2% | +11.6% | +124.6% | +95.0% |
| 1Y | +234.0% | +19.9% | +214.1% | +139.2% |
| 3Y | +376.7% | +71.9% | +304.8% | +63.7% |
| All | +408.7% | +94.2% | +314.5% | +52.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling