-35.3%
BABA vs JEPQ
+8.1%
-43.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.9% | +4.0% | +4.3% |
| 7D | +4.3% | -4.9% | +9.2% | +8.1% |
| 30D | -5.0% | -6.7% | +1.7% | 0.0% |
| 3M | -18.4% | -3.0% | -15.4% | -16.8% |
| 6M | -20.3% | +1.4% | -21.6% | -22.0% |
| YTD | -27.5% | +6.5% | -34.0% | -32.3% |
| 1Y | -35.3% | +8.4% | -43.7% | -40.1% |
| All | -35.3% | +8.1% | -43.5% | -40.1% |
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