+18.4%
JEPQ vs GEN
+3.4%
+15.0%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -0.8% |
| 7D | -0.7% | -4.3% | +3.7% | -0.4% |
| 30D | +0.6% | +3.8% | -3.2% | +0.3% |
| 3M | +5.8% | +22.3% | -16.5% | +4.3% |
| 6M | +9.7% | +39.0% | -29.3% | +6.4% |
| YTD | +10.5% | +11.9% | -1.4% | +9.9% |
| 1Y | +18.4% | +4.5% | +13.9% | +18.0% |
| All | +18.4% | +3.4% | +15.0% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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