+18.9%
JEPQ vs GFI
+29.3%
-10.4%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-11 to 2026-09-11.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.7% |
| 7D | -0.2% | -2.7% | +2.5% | +0.1% |
| 30D | +0.8% | +13.2% | -12.5% | -0.4% |
| 3M | +4.0% | +28.5% | -24.5% | +1.2% |
| 6M | +10.4% | -6.2% | +16.6% | +9.6% |
| YTD | +11.4% | +8.7% | +2.7% | +9.2% |
| 1Y | +18.9% | +24.8% | -5.9% | +14.8% |
| All | +18.9% | +29.3% | -10.4% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 2025-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded GFI 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…
2025-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling