+18.9%
JEPQ vs BBAI
-39.3%
+58.2%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.7% |
| 7D | -0.2% | -1.7% | +1.6% | 0.0% |
| 30D | +0.8% | -12.0% | +12.7% | +1.8% |
| 3M | +4.0% | -30.7% | +34.6% | +6.5% |
| 6M | +10.4% | -30.7% | +41.1% | +12.3% |
| YTD | +11.4% | -46.9% | +58.3% | +14.5% |
| 1Y | +18.9% | -41.1% | +60.0% | +23.2% |
| All | +18.9% | -39.3% | +58.2% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 1y: compounded portfolio wealth divided by compounded BBAI 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…
1y analysis · Full analysis span regression · 6 months rolling