+19.4%
JEPQ vs HAS
+16.0%
+3.4%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.1% |
| 7D | +1.1% | -4.8% | +5.9% | +1.6% |
| 30D | +1.3% | -5.1% | +6.5% | +1.9% |
| 3M | +4.7% | +6.4% | -1.7% | +3.5% |
| 6M | +10.6% | -5.6% | +16.3% | +10.5% |
| YTD | +11.4% | +11.0% | +0.5% | +7.9% |
| 1Y | +19.4% | +16.8% | +2.6% | +12.9% |
| All | +19.4% | +16.0% | +3.4% | +12.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling