+90.5%
JEPQ vs GEN
+34.4%
+56.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.7% |
| 7D | +0.7% | -1.2% | +1.9% | +0.9% |
| 30D | +2.0% | +10.1% | -8.2% | 0.0% |
| 3M | +2.0% | +16.1% | -14.1% | -1.2% |
| 6M | +10.4% | +38.9% | -28.5% | +2.5% |
| YTD | +11.6% | +14.4% | -2.8% | +8.1% |
| 1Y | +20.7% | +5.9% | +14.8% | +18.9% |
| 3Y | +70.8% | +58.8% | +12.0% | +51.6% |
| All | +90.5% | +34.4% | +56.1% | +74.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling