+90.2%
JEPQ vs SOUN
-42.7%
+132.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.8% |
| 7D | -0.2% | -7.1% | +7.0% | +0.1% |
| 30D | +0.8% | -15.4% | +16.2% | +1.4% |
| 3M | +4.0% | -10.6% | +14.5% | +4.3% |
| 6M | +10.4% | -19.6% | +30.0% | +10.8% |
| YTD | +11.4% | -37.2% | +48.6% | +12.6% |
| 1Y | +18.9% | -57.1% | +76.0% | +21.4% |
| 3Y | +70.3% | +178.2% | -107.9% | +61.7% |
| All | +90.2% | -42.7% | +132.9% | +94.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling