+90.2%
JEPQ vs HBAN
+51.1%
+39.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.6% |
| 7D | -0.2% | -1.0% | +0.8% | +0.1% |
| 30D | +0.8% | -5.6% | +6.4% | +2.2% |
| 3M | +4.0% | -1.1% | +5.1% | +4.1% |
| 6M | +10.4% | +9.9% | +0.5% | +7.5% |
| YTD | +11.4% | -0.9% | +12.4% | +10.9% |
| 1Y | +18.9% | -1.4% | +20.3% | +18.2% |
| 3Y | +70.3% | +78.2% | -7.9% | +44.7% |
| All | +90.2% | +51.1% | +39.2% | +70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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