+18.9%
JEPQ vs ETSY
+23.3%
-4.4%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.7% |
| 7D | -0.2% | -4.9% | +4.8% | +0.1% |
| 30D | +0.8% | -8.6% | +9.4% | +1.1% |
| 3M | +4.0% | +4.8% | -0.8% | +3.3% |
| 6M | +10.4% | +38.1% | -27.7% | +7.4% |
| YTD | +11.4% | +31.2% | -19.8% | +8.7% |
| 1Y | +18.9% | +22.1% | -3.2% | +16.9% |
| All | +18.9% | +23.3% | -4.4% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 1y: compounded portfolio wealth divided by compounded ETSY 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…
1y analysis · Full analysis span regression · 6 months rolling