+90.4%
JEPQ vs BUD
+49.2%
+41.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.7% | +0.1% |
| 7D | +1.4% | +0.8% | +0.7% | +1.3% |
| 30D | +1.3% | -4.8% | +6.1% | +2.2% |
| 3M | +3.8% | +1.4% | +2.5% | +3.3% |
| 6M | +12.2% | +9.9% | +2.3% | +9.4% |
| YTD | +11.6% | +26.3% | -14.8% | +5.3% |
| 1Y | +19.9% | +36.1% | -16.3% | +11.0% |
| 3Y | +71.9% | +48.6% | +23.3% | +51.1% |
| All | +90.4% | +49.2% | +41.3% | +67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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