-34.1%
INTU vs JEPQ
+60.7%
-94.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.5% | +1.0% |
| 7D | +0.1% | +3.4% | -3.3% | -1.9% |
| 30D | +10.1% | -5.6% | +15.7% | +13.5% |
| 3M | -4.2% | -4.2% | 0.0% | -2.4% |
| 6M | -7.2% | -0.2% | -7.1% | -9.3% |
| YTD | -47.7% | +6.7% | -54.4% | -52.0% |
| 1Y | -46.7% | +9.5% | -56.2% | -52.4% |
| 3Y | -34.1% | +60.5% | -94.6% | -66.4% |
| All | -34.1% | +60.7% | -94.7% | -66.4% |
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