+143.3%
DELL vs JEPQ
+8.1%
+135.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.9% | -9.7% | -10.8% |
| 7D | -24.6% | -4.9% | -19.7% | -15.5% |
| 30D | -32.5% | -6.7% | -25.8% | -21.0% |
| 3M | -20.2% | -3.0% | -17.2% | -12.7% |
| 6M | +76.5% | +1.4% | +75.1% | +81.3% |
| YTD | +198.9% | +6.5% | +192.5% | +189.9% |
| 1Y | +143.3% | +8.4% | +134.9% | +131.9% |
| All | +143.3% | +8.1% | +135.2% | +131.9% |
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