+90.4%
JEPQ vs BP
+78.6%
+11.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.5% | -0.4% |
| 7D | +1.4% | +0.9% | +0.5% | +1.3% |
| 30D | +1.3% | +9.1% | -7.8% | -0.1% |
| 3M | +3.8% | +3.9% | -0.1% | +3.0% |
| 6M | +12.2% | +13.6% | -1.5% | +8.9% |
| YTD | +11.6% | +34.0% | -22.5% | +4.4% |
| 1Y | +19.9% | +39.2% | -19.3% | +11.0% |
| 3Y | +71.9% | +36.4% | +35.5% | +57.6% |
| All | +90.4% | +78.6% | +11.9% | +61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BP 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling