+313.3%
ANET vs JEPQ
+70.7%
+242.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.8% | +4.8% | +4.0% |
| 7D | +3.0% | -0.2% | +3.1% | +3.4% |
| 30D | -5.2% | +0.8% | -6.0% | -6.5% |
| 3M | +27.6% | +4.0% | +23.7% | +19.6% |
| 6M | +44.4% | +10.4% | +34.0% | +21.1% |
| YTD | +52.3% | +11.4% | +40.9% | +26.1% |
| 1Y | +30.4% | +18.9% | +11.5% | -4.3% |
| 3Y | +313.3% | +70.3% | +243.0% | +61.6% |
| All | +313.3% | +70.7% | +242.5% | +61.6% |
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