+7.3%
HPQ vs JEPQ
+94.0%
-86.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.8% | +7.6% | +7.6% |
| 7D | +9.8% | -0.2% | +9.9% | +10.0% |
| 30D | +22.4% | +0.8% | +21.6% | +21.4% |
| 3M | +45.2% | +4.0% | +41.2% | +38.7% |
| 6M | +96.4% | +10.4% | +86.0% | +75.8% |
| YTD | +65.4% | +11.4% | +54.0% | +46.2% |
| 1Y | +31.6% | +18.9% | +12.7% | +8.2% |
| 3Y | +37.0% | +70.3% | -33.3% | -25.2% |
| All | +7.3% | +94.0% | -86.7% | -48.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling