-10.1%
BA vs JEPQ
+19.7%
-29.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -1.9% |
| 7D | -1.2% | +1.1% | -2.2% | -2.0% |
| 30D | -11.3% | +1.3% | -12.6% | -12.3% |
| 3M | -3.8% | +4.7% | -8.5% | -7.8% |
| 6M | -8.3% | +10.6% | -18.9% | -17.0% |
| YTD | -4.9% | +11.4% | -16.4% | -14.9% |
| 1Y | -10.1% | +19.4% | -29.5% | -18.2% |
| All | -10.1% | +19.7% | -29.7% | -18.2% |
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