+13.8%
BABA vs JEPQ
+92.4%
-78.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | 0.0% |
| 7D | -2.9% | -0.7% | -2.3% | -2.3% |
| 30D | -15.1% | +0.6% | -15.6% | -15.7% |
| 3M | -5.0% | +5.8% | -10.8% | -11.0% |
| 6M | -19.9% | +9.7% | -29.6% | -27.6% |
| YTD | -25.3% | +10.5% | -35.8% | -33.0% |
| 1Y | -23.9% | +18.4% | -42.3% | -36.4% |
| 3Y | +28.1% | +70.3% | -42.2% | -31.6% |
| All | +13.8% | +92.4% | -78.7% | -43.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling