-17.2%
DASH vs JEPQ
+8.1%
-25.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.9% | +7.4% | +7.7% |
| 7D | +17.2% | -4.9% | +22.1% | +21.6% |
| 30D | +3.6% | -6.7% | +10.2% | +9.3% |
| 3M | -1.9% | -3.0% | +1.1% | -0.1% |
| 6M | +15.1% | +1.4% | +13.7% | +10.2% |
| YTD | -12.3% | +6.5% | -18.8% | -20.7% |
| 1Y | -17.2% | +8.4% | -25.6% | -27.5% |
| All | -17.2% | +8.1% | -25.4% | -27.5% |
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