+204.9%
C vs JEPQ
+94.3%
+110.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.6% |
| 7D | +3.6% | +0.7% | +3.0% | +2.9% |
| 30D | +0.1% | +2.0% | -1.9% | -1.9% |
| 3M | +2.4% | +2.0% | +0.4% | +0.1% |
| 6M | +24.9% | +10.4% | +14.5% | +12.6% |
| YTD | +19.8% | +11.6% | +8.2% | +7.0% |
| 1Y | +44.9% | +20.7% | +24.2% | +19.6% |
| 3Y | +263.0% | +70.8% | +192.2% | +116.7% |
| All | +204.9% | +94.3% | +110.7% | +62.0% |
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