+88.7%
JEPQ vs BLDR
-9.6%
+98.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.9% | +3.1% | -0.2% |
| 7D | -0.7% | -8.1% | +7.5% | +0.6% |
| 30D | +0.6% | -21.5% | +22.0% | +4.3% |
| 3M | +5.8% | -21.0% | +26.8% | +9.1% |
| 6M | +9.7% | -37.1% | +46.7% | +16.9% |
| YTD | +10.5% | -42.7% | +53.2% | +19.0% |
| 1Y | +18.4% | -58.0% | +76.4% | +34.2% |
| 3Y | +70.3% | -57.8% | +128.2% | +83.4% |
| All | +88.7% | -9.6% | +98.3% | +58.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling