+16.8%
IREN vs JEPQ
+13.0%
+3.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.2% | -2.9% |
| 7D | +14.6% | +1.1% | +13.5% | +10.1% |
| 30D | +17.1% | +1.3% | +15.8% | +12.2% |
| 3M | -16.0% | +4.7% | -20.7% | -28.4% |
| 6M | +16.8% | +10.6% | +6.2% | -11.4% |
| All | +16.8% | +13.0% | +3.8% | -11.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling