+90.4%
JEPQ vs HAS
+17.1%
+73.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.5% |
| 7D | +1.4% | -3.1% | +4.5% | +2.1% |
| 30D | +1.3% | -2.7% | +4.0% | +1.8% |
| 3M | +3.8% | +8.9% | -5.1% | +1.7% |
| 6M | +12.2% | -2.9% | +15.1% | +12.1% |
| YTD | +11.6% | +12.6% | -1.1% | +7.7% |
| 1Y | +19.9% | +17.5% | +2.4% | +14.5% |
| 3Y | +71.9% | +46.2% | +25.7% | +54.8% |
| All | +90.4% | +17.1% | +73.3% | +103.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling