+90.2%
JEPQ vs EQIX
+57.7%
+32.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.5% | +0.4% |
| 7D | -0.2% | +0.2% | -0.3% | -0.2% |
| 30D | +0.8% | -2.5% | +3.3% | +1.4% |
| 3M | +4.0% | 0.0% | +4.0% | +3.7% |
| 6M | +10.4% | +7.6% | +2.7% | +7.7% |
| YTD | +11.4% | +37.5% | -26.1% | +0.6% |
| 1Y | +18.9% | +32.9% | -14.0% | +8.3% |
| 3Y | +70.3% | +42.8% | +27.5% | +49.2% |
| All | +90.2% | +57.7% | +32.6% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 5y: compounded portfolio wealth divided by compounded EQIX 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…
5y analysis · Full analysis span regression · 6 months rolling