-6.4%
HAL vs JEPQ
+60.7%
-67.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.0% | +4.2% | +3.8% |
| 7D | +6.1% | +3.4% | +2.7% | +3.7% |
| 30D | +2.9% | -5.6% | +8.5% | +6.8% |
| 3M | +3.3% | -4.2% | +7.5% | +6.0% |
| 6M | -16.9% | -0.2% | -16.7% | -17.8% |
| YTD | +21.2% | +6.7% | +14.5% | +12.9% |
| 1Y | +27.5% | +9.5% | +18.1% | +15.9% |
| 3Y | -6.4% | +60.5% | -67.0% | -35.0% |
| All | -6.4% | +60.7% | -67.1% | -35.0% |
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 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