+563.4%
GE vs JEPQ
+94.0%
+469.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.7% | -2.7% |
| 7D | -1.2% | +1.1% | -2.3% | -2.3% |
| 30D | -11.3% | +1.3% | -12.6% | -12.4% |
| 3M | -1.4% | +4.7% | -6.1% | -6.1% |
| 6M | +1.2% | +10.6% | -9.4% | -8.9% |
| YTD | +5.9% | +11.4% | -5.5% | -5.4% |
| 1Y | +18.4% | +19.4% | -1.0% | -1.3% |
| 3Y | +271.0% | +71.7% | +199.3% | +119.7% |
| All | +563.4% | +94.0% | +469.5% | +259.6% |
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