+90.5%
JEPQ vs OPEN
-59.3%
+149.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.3% |
| 7D | +0.7% | -4.3% | +4.9% | +0.9% |
| 30D | +2.0% | -16.2% | +18.2% | +2.9% |
| 3M | +2.0% | -36.4% | +38.4% | +4.2% |
| 6M | +10.4% | -35.5% | +45.9% | +12.4% |
| YTD | +11.6% | -46.0% | +57.6% | +14.3% |
| 1Y | +20.7% | -47.1% | +67.8% | +21.1% |
| 3Y | +70.8% | -19.0% | +89.8% | +55.8% |
| All | +90.5% | -59.3% | +149.8% | +83.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling