+60.5%
JEPQ vs HAS
+212.5%
-152.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.3% | -0.9% |
| 7D | +3.4% | +1.4% | +2.0% | +3.2% |
| 30D | -5.6% | +26.3% | -31.9% | -9.1% |
| 3M | -4.2% | +25.6% | -29.8% | -7.7% |
| 6M | -0.2% | +30.3% | -30.4% | -4.7% |
| YTD | +6.7% | +50.4% | -43.6% | -1.3% |
| 1Y | +9.5% | +57.7% | -48.2% | +0.3% |
| 3Y | +60.5% | +213.4% | -152.8% | +33.7% |
| All | +60.5% | +212.5% | -152.0% | +33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling