+332.7%
IREN vs JEPQ
+94.0%
+238.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | -1.8% |
| 7D | -1.9% | -0.2% | -1.8% | -1.5% |
| 30D | +0.4% | +0.8% | -0.4% | -1.2% |
| 3M | -22.7% | +4.0% | -26.7% | -28.0% |
| 6M | +4.4% | +10.4% | -6.0% | -14.5% |
| YTD | +16.0% | +11.4% | +4.6% | -5.4% |
| 1Y | +33.4% | +18.9% | +14.5% | -6.0% |
| 3Y | +948.6% | +70.3% | +878.3% | +236.8% |
| All | +332.7% | +94.0% | +238.7% | +23.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling