-32.7%
IBIT vs JEPQ
+19.0%
-51.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -1.0% |
| 7D | -3.2% | -0.2% | -3.1% | -3.0% |
| 30D | +22.0% | +0.8% | +21.2% | +20.6% |
| 3M | +21.4% | +4.0% | +17.5% | +13.8% |
| 6M | +9.2% | +10.4% | -1.2% | -7.6% |
| YTD | -11.8% | +11.4% | -23.3% | -26.6% |
| 1Y | -32.7% | +18.9% | -51.6% | -50.8% |
| All | -32.7% | +19.0% | -51.7% | -50.8% |
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 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