+63.9%
HAL vs JEPQ
+19.0%
+44.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.8% |
| 7D | -3.3% | -0.2% | -3.2% | -3.3% |
| 30D | +8.2% | +0.8% | +7.4% | +8.0% |
| 3M | -9.4% | +4.0% | -13.4% | -10.4% |
| 6M | +0.6% | +10.4% | -9.7% | -0.9% |
| YTD | +28.6% | +11.4% | +17.1% | +25.1% |
| 1Y | +63.9% | +18.9% | +45.0% | +74.7% |
| All | +63.9% | +19.0% | +44.9% | +74.7% |
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 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