+13.3%
ANET vs JEPQ
+1.9%
+11.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -6.0% | -4.9% | +2.1% |
| 7D | -13.6% | -9.5% | -4.1% | +8.2% |
| 30D | -26.1% | -12.3% | -13.8% | -0.5% |
| 3M | -19.3% | -8.5% | -10.8% | -0.7% |
| 6M | -6.5% | -5.0% | -1.5% | +7.2% |
| YTD | +21.5% | +0.1% | +21.4% | +25.2% |
| 1Y | +13.3% | +1.3% | +12.0% | +14.7% |
| All | +13.3% | +1.9% | +11.5% | +14.7% |
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