+90.2%
JEPQ vs DINO
+210.4%
-120.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | -0.1% |
| 7D | +1.1% | +2.0% | -0.9% | +0.8% |
| 30D | +1.3% | +27.7% | -26.4% | -1.5% |
| 3M | +4.7% | +56.3% | -51.6% | -0.8% |
| 6M | +10.6% | +107.6% | -96.9% | +0.8% |
| YTD | +11.4% | +140.2% | -128.7% | -1.0% |
| 1Y | +19.4% | +113.0% | -93.6% | +7.9% |
| 3Y | +71.7% | +100.1% | -28.4% | +50.4% |
| All | +90.2% | +210.4% | -120.1% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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