-30.0%
IBIT vs JEPQ
+8.0%
-37.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.5% | -2.2% |
| 7D | -9.2% | +3.4% | -12.6% | -12.9% |
| 30D | -15.8% | -5.6% | -10.2% | -9.1% |
| 3M | +8.5% | -4.2% | +12.7% | +14.9% |
| 6M | -13.7% | -0.2% | -13.5% | -14.5% |
| YTD | -21.6% | +6.7% | -28.3% | -30.3% |
| 1Y | -30.0% | +9.5% | -39.4% | -39.9% |
| All | -30.0% | +8.0% | -37.9% | -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 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