+70.3%
JEPQ vs HUBS
-58.2%
+128.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.7% |
| 7D | -0.2% | -9.0% | +8.8% | +0.7% |
| 30D | +0.8% | +7.2% | -6.5% | -0.1% |
| 3M | +4.0% | +20.9% | -16.9% | +0.9% |
| 6M | +10.4% | -13.0% | +23.4% | +10.5% |
| YTD | +11.4% | -43.8% | +55.3% | +19.7% |
| 1Y | +18.9% | -54.6% | +73.6% | +32.4% |
| 3Y | +70.3% | -58.5% | +128.7% | +90.4% |
| All | +70.3% | -58.2% | +128.5% | +90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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