+70.3%
JEPQ vs SOUN
+172.2%
-101.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.8% |
| 7D | -0.2% | -7.1% | +7.0% | +0.3% |
| 30D | +0.8% | -15.4% | +16.2% | +1.7% |
| 3M | +4.0% | -10.6% | +14.5% | +4.4% |
| 6M | +10.4% | -19.6% | +30.0% | +11.0% |
| YTD | +11.4% | -37.2% | +48.6% | +13.2% |
| 1Y | +18.9% | -57.1% | +76.0% | +22.7% |
| 3Y | +70.3% | +178.2% | -107.9% | +58.4% |
| All | +70.3% | +172.2% | -101.9% | +58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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