+149.6%
GOOGL vs JEPQ
+70.7%
+78.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +0.9% |
| 7D | 0.0% | -0.2% | +0.2% | +0.2% |
| 30D | -1.4% | +0.8% | -2.2% | -2.3% |
| 3M | -5.3% | +4.0% | -9.3% | -9.5% |
| 6M | +9.8% | +10.4% | -0.6% | -2.4% |
| YTD | +8.4% | +11.4% | -3.1% | -4.8% |
| 1Y | +41.2% | +18.9% | +22.3% | +15.1% |
| 3Y | +149.6% | +70.3% | +79.3% | +21.7% |
| All | +149.6% | +70.7% | +78.9% | +21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling