+90.2%
JEPQ vs BBIO
+761.4%
-671.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -0.2% | -3.2% | +3.1% | +0.1% |
| 30D | +0.8% | -13.6% | +14.4% | +1.7% |
| 3M | +4.0% | +7.2% | -3.3% | +3.4% |
| 6M | +10.4% | +1.5% | +8.9% | +10.0% |
| YTD | +11.4% | -5.3% | +16.7% | +11.3% |
| 1Y | +18.9% | +37.7% | -18.8% | +15.8% |
| 3Y | +70.3% | +153.9% | -83.6% | +57.1% |
| All | +90.2% | +761.4% | -671.1% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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