+90.4%
JEPQ vs EAT
+573.0%
-482.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.3% | +0.4% |
| 7D | +1.4% | -4.9% | +6.4% | +2.1% |
| 30D | +1.3% | -1.2% | +2.5% | +1.3% |
| 3M | +3.8% | +52.2% | -48.4% | -2.8% |
| 6M | +12.2% | +65.0% | -52.9% | +3.1% |
| YTD | +11.6% | +55.0% | -43.5% | +3.3% |
| 1Y | +19.9% | +42.1% | -22.2% | +12.1% |
| 3Y | +71.9% | +614.7% | -542.8% | +15.7% |
| All | +90.4% | +573.0% | -482.6% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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