+223.1%
BMNR vs JEPQ
+30.8%
+192.3%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.8% | +2.6% | +0.2% |
| 7D | +0.2% | -0.2% | +0.4% | +0.8% |
| 30D | +39.9% | +0.8% | +39.1% | +36.3% |
| 3M | +51.5% | +4.0% | +47.6% | +26.8% |
| 6M | +18.9% | +10.4% | +8.5% | -24.4% |
| YTD | -7.8% | +11.4% | -19.2% | -43.7% |
| 1Y | -47.6% | +18.9% | -66.5% | -78.5% |
| All | +223.1% | +30.8% | +192.3% | -42.7% |
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