+90.2%
JEPQ vs PINS
-17.7%
+107.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.2% | +9.1% | +1.2% |
| 7D | +1.1% | -13.9% | +14.9% | +3.1% |
| 30D | +1.3% | -25.0% | +26.3% | +5.3% |
| 3M | +4.7% | -16.6% | +21.3% | +6.8% |
| 6M | +10.6% | -7.0% | +17.6% | +10.7% |
| YTD | +11.4% | -29.4% | +40.8% | +15.6% |
| 1Y | +19.4% | -49.9% | +69.3% | +29.8% |
| 3Y | +71.7% | -33.6% | +105.3% | +72.1% |
| All | +90.2% | -17.7% | +107.9% | +78.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling