+90.2%
JEPQ vs HAS
+15.4%
+74.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.2% |
| 7D | +1.1% | -4.8% | +5.9% | +2.1% |
| 30D | +1.3% | -5.1% | +6.5% | +2.3% |
| 3M | +4.7% | +6.4% | -1.7% | +3.1% |
| 6M | +10.6% | -5.6% | +16.3% | +11.2% |
| YTD | +11.4% | +11.0% | +0.5% | +7.9% |
| 1Y | +19.4% | +16.8% | +2.6% | +14.1% |
| 3Y | +71.7% | +44.0% | +27.7% | +55.1% |
| All | +90.2% | +15.4% | +74.9% | +103.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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