+140.2%
INTC vs JEPQ
+94.2%
+46.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | 0.0% | +9.1% | +9.1% |
| 7D | +17.4% | +1.4% | +16.0% | +14.6% |
| 30D | +2.8% | +1.3% | +1.4% | +0.7% |
| 3M | -5.3% | +3.8% | -9.1% | -8.8% |
| 6M | +140.6% | +12.2% | +128.4% | +108.9% |
| YTD | +183.1% | +11.6% | +171.6% | +148.7% |
| 1Y | +326.8% | +19.9% | +306.9% | +239.8% |
| 3Y | +179.4% | +71.9% | +107.5% | +37.8% |
| All | +140.2% | +94.2% | +46.0% | +2.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling