+88.7%
JEPQ vs FSLY
+39.0%
+49.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FSLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -0.7% | +7.5% | -8.2% | -1.2% |
| 30D | +0.6% | -21.1% | +21.6% | +2.0% |
| 3M | +5.8% | +21.8% | -16.0% | +3.8% |
| 6M | +9.7% | -0.1% | +9.8% | +6.9% |
| YTD | +10.5% | +123.1% | -112.5% | -0.3% |
| 1Y | +18.4% | +208.6% | -190.2% | +2.3% |
| 3Y | +70.3% | -1.3% | +71.6% | +56.7% |
| All | +88.7% | +39.0% | +49.7% | +56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FSLY.
Daily Out/Under-Performance
Portfolio return minus FSLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FSLY 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 FSLY 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