+60.5%
JEPQ vs PINS
-38.3%
+98.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | +3.4% | +1.0% | +2.4% | +3.3% |
| 30D | -5.6% | -12.0% | +6.4% | -4.3% |
| 3M | -4.2% | -17.9% | +13.7% | -2.2% |
| 6M | -0.2% | -1.0% | +0.9% | -0.8% |
| YTD | +6.7% | -26.0% | +32.8% | +9.6% |
| 1Y | +9.5% | -28.5% | +37.9% | +12.9% |
| 3Y | +60.5% | -39.2% | +99.7% | +61.7% |
| All | +60.5% | -38.3% | +98.8% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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