+90.2%
JEPQ vs MNDY
-32.8%
+123.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.6% |
| 7D | -0.2% | -4.6% | +4.5% | +0.3% |
| 30D | +0.8% | +1.0% | -0.3% | +0.4% |
| 3M | +4.0% | +9.1% | -5.2% | +2.1% |
| 6M | +10.4% | +14.2% | -3.8% | +7.0% |
| YTD | +11.4% | -41.1% | +52.6% | +17.2% |
| 1Y | +18.9% | -54.7% | +73.6% | +28.9% |
| 3Y | +70.3% | -50.6% | +120.8% | +74.6% |
| All | +90.2% | -32.8% | +123.0% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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