+90.4%
JEPQ vs SOUN
-39.9%
+130.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.5% | +0.1% |
| 7D | +1.4% | -4.1% | +5.5% | +1.6% |
| 30D | +1.3% | -18.1% | +19.4% | +2.1% |
| 3M | +3.8% | -12.3% | +16.1% | +4.2% |
| 6M | +12.2% | -18.6% | +30.8% | +12.5% |
| YTD | +11.6% | -34.1% | +45.7% | +12.6% |
| 1Y | +19.9% | -57.0% | +76.9% | +22.4% |
| 3Y | +71.9% | +185.7% | -113.8% | +63.0% |
| All | +90.4% | -39.9% | +130.3% | +94.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling