+90.4%
JEPQ vs BLDR
-4.0%
+94.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.9% | +4.8% | +0.7% |
| 7D | +1.4% | -0.3% | +1.8% | +1.5% |
| 30D | +1.3% | -16.2% | +17.5% | +4.0% |
| 3M | +3.8% | -14.4% | +18.3% | +5.7% |
| 6M | +12.2% | -32.8% | +45.0% | +18.3% |
| YTD | +11.6% | -39.2% | +50.7% | +19.0% |
| 1Y | +19.9% | -57.7% | +77.6% | +35.9% |
| 3Y | +71.9% | -55.3% | +127.2% | +83.4% |
| All | +90.4% | -4.0% | +94.5% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling