+90.2%
JEPQ vs EQX
+92.2%
-1.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.7% |
| 7D | -0.2% | -3.2% | +3.1% | +0.1% |
| 30D | +0.8% | +7.8% | -7.0% | 0.0% |
| 3M | +4.0% | +21.3% | -17.4% | +2.0% |
| 6M | +10.4% | -22.4% | +32.8% | +11.7% |
| YTD | +11.4% | -11.3% | +22.7% | +11.1% |
| 1Y | +18.9% | +13.5% | +5.4% | +15.8% |
| 3Y | +70.3% | +162.1% | -91.9% | +51.1% |
| All | +90.2% | +92.2% | -1.9% | +75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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