+88.7%
JEPQ vs IQV
+19.8%
+68.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | -0.7% | -5.3% | +4.6% | +0.4% |
| 30D | +0.6% | +5.5% | -5.0% | -0.6% |
| 3M | +5.8% | +41.2% | -35.4% | -2.6% |
| 6M | +9.7% | +50.5% | -40.9% | -1.2% |
| YTD | +10.5% | +14.1% | -3.6% | +6.4% |
| 1Y | +18.4% | +39.9% | -21.5% | +7.4% |
| 3Y | +70.3% | +20.5% | +49.8% | +56.3% |
| All | +88.7% | +19.8% | +68.9% | +74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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