+6.0%
HAL vs JEPQ
+94.2%
-88.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +0.5% | +1.4% | -1.0% | -0.7% |
| 30D | +15.9% | +1.3% | +14.6% | +14.7% |
| 3M | -8.7% | +3.8% | -12.6% | -12.0% |
| 6M | +9.0% | +12.2% | -3.1% | -1.7% |
| YTD | +32.0% | +11.6% | +20.5% | +19.4% |
| 1Y | +72.5% | +19.9% | +52.6% | +46.0% |
| 3Y | -4.5% | +71.9% | -76.4% | -41.0% |
| All | +6.0% | +94.2% | -88.3% | -39.9% |
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