+360.5%
BE vs JEPQ
+21.4%
+339.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.3% | +7.1% | +6.0% |
| 7D | +20.0% | +0.7% | +19.3% | +16.6% |
| 30D | +7.9% | +2.0% | +5.9% | -0.5% |
| 3M | -13.2% | +2.0% | -15.2% | -15.6% |
| 6M | +53.5% | +10.4% | +43.1% | +10.6% |
| YTD | +191.0% | +11.6% | +179.4% | +99.4% |
| 1Y | +360.5% | +20.7% | +339.8% | +122.8% |
| All | +360.5% | +21.4% | +339.1% | +122.8% |
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