+90.4%
JEPQ vs SWK
-11.4%
+101.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +0.6% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | +1.3% | -8.9% | +10.3% | +3.3% |
| 3M | +3.8% | +20.5% | -16.7% | -0.5% |
| 6M | +12.2% | +27.1% | -14.9% | +5.8% |
| YTD | +11.6% | +30.2% | -18.6% | +4.3% |
| 1Y | +19.9% | +24.8% | -4.9% | +12.8% |
| 3Y | +71.9% | +16.3% | +55.6% | +58.1% |
| All | +90.4% | -11.4% | +101.9% | +84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SWK 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling