-40.8%
BMNR vs JEPQ
+21.4%
-62.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.3% | -5.9% | -6.6% |
| 7D | +4.9% | +0.7% | +4.2% | +3.0% |
| 30D | +35.5% | +2.0% | +33.5% | +27.3% |
| 3M | +39.6% | +2.0% | +37.6% | +31.5% |
| 6M | +18.2% | +10.4% | +7.8% | -18.1% |
| YTD | -8.0% | +11.6% | -19.6% | -39.2% |
| 1Y | -40.8% | +20.7% | -61.5% | -71.5% |
| All | -40.8% | +21.4% | -62.2% | -71.5% |
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