+90.4%
JEPQ vs ENTG
+22.8%
+67.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.4% |
| 7D | +1.4% | +8.9% | -7.5% | -0.4% |
| 30D | +1.3% | -7.2% | +8.6% | +2.6% |
| 3M | +3.8% | +6.4% | -2.6% | +0.5% |
| 6M | +12.2% | +25.7% | -13.5% | +3.6% |
| YTD | +11.6% | +67.9% | -56.3% | -4.3% |
| 1Y | +19.9% | +72.4% | -52.5% | +1.1% |
| 3Y | +71.9% | +48.4% | +23.5% | +42.7% |
| All | +90.4% | +22.8% | +67.6% | +67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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