+79.3%
JEPQ vs HAS
+58.0%
+21.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.6% |
| 7D | -1.4% | +3.3% | -4.6% | -2.0% |
| 30D | -8.6% | +30.5% | -39.2% | -13.4% |
| 3M | -4.5% | +29.9% | -34.4% | -9.5% |
| 6M | -1.3% | +26.5% | -27.9% | -6.3% |
| YTD | +5.0% | +51.9% | -46.9% | -4.6% |
| 1Y | +5.9% | +60.9% | -55.0% | -5.1% |
| 3Y | +58.0% | +215.0% | -157.0% | +18.4% |
| All | +79.3% | +58.0% | +21.3% | +80.3% |
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