+90.2%
JEPQ vs OPEN
-61.2%
+151.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | 0.0% |
| 7D | +1.1% | -2.9% | +4.0% | +1.2% |
| 30D | +1.3% | -13.8% | +15.1% | +2.1% |
| 3M | +4.7% | -30.9% | +35.6% | +6.5% |
| 6M | +10.6% | -40.9% | +51.6% | +13.1% |
| YTD | +11.4% | -48.5% | +60.0% | +14.4% |
| 1Y | +19.4% | -50.9% | +70.3% | +20.4% |
| 3Y | +71.7% | -20.6% | +92.3% | +56.6% |
| All | +90.2% | -61.2% | +151.5% | +83.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling