+88.1%
IVV vs JEPQ
+87.7%
+0.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | +3.3% | +5.7% | -2.4% | -1.8% |
| 30D | -2.7% | -5.9% | +3.3% | +2.8% |
| 3M | -1.7% | -2.5% | +0.8% | +0.3% |
| 6M | +3.2% | +1.3% | +1.9% | +1.4% |
| YTD | +12.0% | +7.8% | +4.1% | +3.6% |
| 1Y | +12.1% | +8.8% | +3.4% | +2.8% |
| 3Y | +78.6% | +62.3% | +16.4% | +10.8% |
| All | +88.1% | +87.7% | +0.4% | +2.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling