+59.7%
GDXJ vs JEPQ
+21.4%
+38.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -3.0% |
| 7D | +0.2% | +0.7% | -0.5% | -1.0% |
| 30D | +17.9% | +2.0% | +15.9% | +14.0% |
| 3M | +15.3% | +2.0% | +13.3% | +12.2% |
| 6M | -9.4% | +10.4% | -19.8% | -23.3% |
| YTD | +13.4% | +11.6% | +1.8% | -5.4% |
| 1Y | +59.7% | +20.7% | +39.0% | +4.1% |
| All | +59.7% | +21.4% | +38.3% | +4.1% |
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