+90.2%
JEPQ vs SUI
-19.6%
+109.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.1% |
| 7D | +1.1% | -4.3% | +5.4% | +1.8% |
| 30D | +1.3% | -2.1% | +3.5% | +1.7% |
| 3M | +4.7% | -6.1% | +10.8% | +5.6% |
| 6M | +10.6% | -12.8% | +23.4% | +13.2% |
| YTD | +11.4% | -4.6% | +16.1% | +11.9% |
| 1Y | +19.4% | -7.7% | +27.1% | +20.6% |
| 3Y | +71.7% | +10.9% | +60.8% | +62.6% |
| All | +90.2% | -19.6% | +109.8% | +108.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SUI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling