+171.2%
INTC vs JEPQ
+70.7%
+100.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +1.0% |
| 7D | +7.5% | -0.2% | +7.6% | +7.9% |
| 30D | +2.0% | +0.8% | +1.2% | +0.8% |
| 3M | -12.0% | +4.0% | -15.9% | -16.1% |
| 6M | +114.5% | +10.4% | +104.2% | +87.5% |
| YTD | +179.0% | +11.4% | +167.5% | +141.0% |
| 1Y | +318.3% | +18.9% | +299.4% | +227.9% |
| 3Y | +171.2% | +70.3% | +100.9% | +20.8% |
| All | +171.2% | +70.7% | +100.5% | +20.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling