+90.2%
JEPQ vs HUBB
+149.8%
-59.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.5% |
| 7D | +1.1% | +1.1% | 0.0% | +0.7% |
| 30D | +1.3% | -9.6% | +10.9% | +4.3% |
| 3M | +4.7% | -6.2% | +10.9% | +6.3% |
| 6M | +10.6% | -6.2% | +16.8% | +11.8% |
| YTD | +11.4% | +3.4% | +8.1% | +9.0% |
| 1Y | +19.4% | +5.3% | +14.1% | +15.8% |
| 3Y | +71.7% | +44.4% | +27.3% | +47.3% |
| All | +90.2% | +149.8% | -59.6% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 all: compounded portfolio wealth divided by compounded HUBB 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…
all analysis · Full analysis span regression · 6 months rolling