+60.5%
JEPQ vs OPEN
-42.5%
+103.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.6% | +2.6% | -0.9% |
| 7D | +3.4% | -15.0% | +18.4% | +4.0% |
| 30D | -5.6% | -40.2% | +34.6% | -4.0% |
| 3M | -4.2% | -67.4% | +63.2% | -0.5% |
| 6M | -0.2% | -74.0% | +73.8% | +4.3% |
| YTD | +6.7% | -79.6% | +86.3% | +12.0% |
| 1Y | +9.5% | -86.1% | +95.6% | +16.1% |
| 3Y | +60.5% | -41.4% | +101.9% | +56.4% |
| All | +60.5% | -42.5% | +103.0% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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