+90.5%
JEPQ vs DAL
+94.2%
-3.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | -0.1% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | +2.0% | -13.9% | +15.9% | +5.5% |
| 3M | +2.0% | +1.1% | +0.9% | +1.4% |
| 6M | +10.4% | +26.2% | -15.8% | +3.7% |
| YTD | +11.6% | +16.4% | -4.8% | +6.4% |
| 1Y | +20.7% | +33.9% | -13.2% | +10.7% |
| 3Y | +70.8% | +93.4% | -22.6% | +35.1% |
| All | +90.5% | +94.2% | -3.7% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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