+100.4%
AMZN vs JEPQ
+94.0%
+6.4%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.6% |
| 7D | -1.0% | +1.1% | -2.1% | -2.6% |
| 30D | -9.2% | +1.3% | -10.6% | -11.1% |
| 3M | +3.4% | +4.7% | -1.3% | -4.4% |
| 6M | +18.2% | +10.6% | +7.6% | +0.4% |
| YTD | +9.3% | +11.4% | -2.1% | -8.3% |
| 1Y | +5.9% | +19.4% | -13.5% | -20.3% |
| 3Y | +82.6% | +71.7% | +10.9% | -24.3% |
| All | +100.4% | +94.0% | +6.4% | -27.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling