+90.2%
JEPQ vs RMD
+15.8%
+74.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.9% |
| 7D | -0.2% | -4.4% | +4.3% | +0.6% |
| 30D | +0.8% | -3.1% | +3.9% | +1.3% |
| 3M | +4.0% | +13.8% | -9.8% | +1.2% |
| 6M | +10.4% | -8.6% | +19.0% | +11.9% |
| YTD | +11.4% | -8.6% | +20.1% | +12.8% |
| 1Y | +18.9% | -19.7% | +38.6% | +23.4% |
| 3Y | +70.3% | +48.4% | +21.9% | +50.3% |
| All | +90.2% | +15.8% | +74.4% | +69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling