+560.9%
GE vs JEPQ
+92.4%
+468.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | +0.4% |
| 7D | -2.8% | -0.7% | -2.1% | -2.2% |
| 30D | -11.9% | +0.6% | -12.5% | -12.4% |
| 3M | +1.8% | +5.8% | -4.0% | -4.1% |
| 6M | -0.6% | +9.7% | -10.3% | -9.7% |
| YTD | +5.5% | +10.5% | -5.0% | -5.0% |
| 1Y | +15.0% | +18.4% | -3.4% | -3.4% |
| 3Y | +269.5% | +70.3% | +199.2% | +120.5% |
| All | +560.9% | +92.4% | +468.4% | +261.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling