+18.9%
JEPQ vs EAT
+37.8%
-18.9%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-11 to 2026-09-11.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +0.9% |
| 7D | -0.2% | -7.7% | +7.6% | +0.2% |
| 30D | +0.8% | -13.6% | +14.4% | +1.4% |
| 3M | +4.0% | +33.9% | -29.9% | +2.1% |
| 6M | +10.4% | +47.2% | -36.8% | +7.6% |
| YTD | +11.4% | +48.1% | -36.6% | +8.7% |
| 1Y | +18.9% | +33.7% | -14.8% | +15.1% |
| All | +18.9% | +37.8% | -18.9% | +15.1% |
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 2025-09-11 to 2026-09-11: 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…
2025-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling