+34.2%
BA vs JEPQ
+94.2%
-60.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +2.5% | +1.4% | +1.0% | +0.9% |
| 30D | -10.1% | +1.3% | -11.4% | -11.4% |
| 3M | -2.4% | +3.8% | -6.2% | -6.5% |
| 6M | -8.8% | +12.2% | -21.0% | -19.5% |
| YTD | -2.9% | +11.6% | -14.5% | -14.1% |
| 1Y | -8.8% | +19.9% | -28.6% | -25.5% |
| 3Y | -0.3% | +71.9% | -72.2% | -46.1% |
| All | +34.2% | +94.2% | -60.0% | -31.7% |
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 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