+70.3%
JEPQ vs LUNR
+228.4%
-158.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.7% | +0.9% |
| 7D | -0.2% | -3.1% | +3.0% | 0.0% |
| 30D | +0.8% | -15.3% | +16.1% | +1.4% |
| 3M | +4.0% | -53.2% | +57.1% | +7.0% |
| 6M | +10.4% | -22.2% | +32.6% | +10.3% |
| YTD | +11.4% | -11.6% | +23.0% | +10.1% |
| 1Y | +18.9% | +68.4% | -49.5% | +13.7% |
| 3Y | +70.3% | +216.8% | -146.5% | +61.2% |
| All | +70.3% | +228.4% | -158.1% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR 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 LUNR 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