+1,226.5%
BE vs JEPQ
+94.0%
+1,132.5%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.7% | -2.6% |
| 7D | +23.9% | +1.1% | +22.9% | +21.2% |
| 30D | +27.8% | +1.3% | +26.5% | +24.7% |
| 3M | +3.7% | +4.7% | -1.0% | -1.4% |
| 6M | +78.0% | +10.6% | +67.3% | +53.7% |
| YTD | +209.9% | +11.4% | +198.5% | +168.4% |
| 1Y | +389.6% | +19.4% | +370.2% | +286.9% |
| 3Y | +1,730.6% | +71.7% | +1,658.9% | +636.1% |
| All | +1,226.5% | +94.0% | +1,132.5% | +387.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling