+90.2%
JEPQ vs DOV
+49.0%
+41.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.5% |
| 7D | +1.1% | +1.3% | -0.3% | +0.5% |
| 30D | +1.3% | -8.6% | +10.0% | +4.8% |
| 3M | +4.7% | -13.1% | +17.8% | +10.2% |
| 6M | +10.6% | -8.8% | +19.4% | +13.8% |
| YTD | +11.4% | -1.2% | +12.7% | +10.7% |
| 1Y | +19.4% | +10.7% | +8.7% | +12.7% |
| 3Y | +71.7% | +39.3% | +32.4% | +44.1% |
| All | +90.2% | +49.0% | +41.3% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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