-26.4%
INTU vs JEPQ
+94.2%
-120.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.1% |
| 7D | -7.5% | +1.4% | -9.0% | -9.0% |
| 30D | -1.9% | +1.3% | -3.3% | -3.5% |
| 3M | +4.9% | +3.8% | +1.0% | -1.3% |
| 6M | -33.2% | +12.2% | -45.4% | -43.5% |
| YTD | -51.4% | +11.6% | -63.0% | -58.6% |
| 1Y | -52.0% | +19.9% | -71.9% | -63.0% |
| 3Y | -40.7% | +71.9% | -112.6% | -74.3% |
| All | -26.4% | +94.2% | -120.6% | -71.9% |
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