+12.9%
JEPQ vs Q
+79.8%
-66.9%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | +0.4% |
| 7D | -0.2% | +4.9% | -5.1% | -1.0% |
| 30D | +0.8% | -11.0% | +11.8% | +2.8% |
| 3M | +4.0% | -15.2% | +19.1% | +6.5% |
| 6M | +10.4% | +8.8% | +1.5% | +7.3% |
| YTD | +11.4% | +55.1% | -43.7% | +2.0% |
| All | +12.9% | +79.8% | -66.9% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling