+57.4%
INTC vs JEPQ
+8.1%
+49.2%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.9% | -4.7% | -6.8% |
| 7D | -39.0% | -4.9% | -34.1% | -25.9% |
| 30D | -49.8% | -6.7% | -43.2% | -35.2% |
| 3M | -42.2% | -3.0% | -39.2% | -32.7% |
| 6M | -39.2% | +1.4% | -40.5% | -34.2% |
| YTD | +57.9% | +6.5% | +51.5% | +53.1% |
| 1Y | +57.4% | +8.4% | +49.0% | +47.5% |
| All | +57.4% | +8.1% | +49.2% | +47.5% |
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