+8.4%
JEPQ vs SHW
+7.3%
+1.1%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.6% | -5.7% | +0.5% |
| 7D | -4.9% | +13.3% | -18.2% | -5.8% |
| 30D | -6.7% | +14.1% | -20.8% | -7.7% |
| 3M | -3.0% | +0.8% | -3.8% | -2.8% |
| 6M | +1.4% | +17.6% | -16.3% | -0.4% |
| YTD | +6.5% | +13.0% | -6.5% | +4.1% |
| 1Y | +8.4% | +7.0% | +1.4% | +7.5% |
| All | +8.4% | +7.3% | +1.1% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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