+31.5%
JEPQ vs GLXY
+2.7%
+28.8%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.3% | -0.5% |
| 7D | -0.7% | -8.9% | +8.3% | +0.1% |
| 30D | +0.6% | +19.9% | -19.3% | -1.1% |
| 3M | +5.8% | -20.0% | +25.8% | +6.7% |
| 6M | +9.7% | +10.5% | -0.9% | +7.4% |
| YTD | +10.5% | +7.9% | +2.6% | +7.6% |
| 1Y | +18.4% | -7.5% | +25.9% | +16.4% |
| All | +31.5% | +2.7% | +28.8% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 10y: compounded portfolio wealth divided by compounded GLXY 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…
10y analysis · Full analysis span regression · 6 months rolling