+1,726.2%
BE vs JEPQ
+70.7%
+1,655.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.8% | +5.9% | +4.8% |
| 7D | +9.0% | -0.2% | +9.2% | +9.6% |
| 30D | +16.3% | +0.8% | +15.5% | +14.7% |
| 3M | +10.8% | +4.0% | +6.8% | +6.2% |
| 6M | +73.2% | +10.4% | +62.8% | +50.1% |
| YTD | +217.4% | +11.4% | +205.9% | +174.8% |
| 1Y | +309.8% | +18.9% | +290.9% | +230.1% |
| 3Y | +1,726.2% | +70.3% | +1,655.9% | +772.8% |
| All | +1,726.2% | +70.7% | +1,655.5% | +772.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling