+90.2%
JEPQ vs BLDR
-7.4%
+97.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | +0.4% |
| 7D | -0.2% | -8.2% | +8.1% | +1.2% |
| 30D | +0.8% | -16.6% | +17.4% | +3.6% |
| 3M | +4.0% | -23.2% | +27.1% | +7.7% |
| 6M | +10.4% | -33.7% | +44.1% | +16.7% |
| YTD | +11.4% | -41.3% | +52.8% | +19.6% |
| 1Y | +18.9% | -58.8% | +77.7% | +35.4% |
| 3Y | +70.3% | -57.5% | +127.7% | +83.4% |
| All | +90.2% | -7.4% | +97.6% | +59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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