-6.5%
HAL vs JEPQ
+69.3%
-75.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -2.3% |
| 7D | -3.3% | -0.7% | -2.6% | -2.8% |
| 30D | +7.2% | +0.6% | +6.7% | +6.8% |
| 3M | -8.8% | +5.8% | -14.6% | -13.1% |
| 6M | +3.0% | +9.7% | -6.7% | -4.6% |
| YTD | +29.4% | +10.5% | +18.9% | +18.7% |
| 1Y | +62.8% | +18.4% | +44.4% | +40.3% |
| All | -6.5% | +69.3% | -75.9% | -32.8% |
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