+70.3%
JEPQ vs BLDR
-57.1%
+127.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | +0.5% |
| 7D | -0.2% | -8.2% | +8.1% | +0.9% |
| 30D | +0.8% | -16.6% | +17.4% | +2.9% |
| 3M | +4.0% | -23.2% | +27.1% | +6.8% |
| 6M | +10.4% | -33.7% | +44.1% | +15.2% |
| YTD | +11.4% | -41.3% | +52.8% | +17.5% |
| 1Y | +18.9% | -58.8% | +77.7% | +31.2% |
| 3Y | +70.3% | -57.5% | +127.7% | +81.3% |
| All | +70.3% | -57.1% | +127.4% | +81.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling