+1.3%
JEPQ vs TECH
+34.3%
-33.0%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.1% | -5.9% | -5.9% |
| 7D | -9.5% | -0.1% | -9.5% | -9.5% |
| 30D | -12.3% | +0.3% | -12.6% | -12.3% |
| 3M | -8.5% | +1.0% | -9.5% | -8.6% |
| 6M | -5.0% | +28.6% | -33.6% | -6.9% |
| YTD | +0.1% | +24.1% | -24.0% | -2.6% |
| 1Y | +1.3% | +21.9% | -20.6% | -1.5% |
| All | +1.3% | +34.3% | -33.0% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 1y: compounded portfolio wealth divided by compounded TECH 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…
1y analysis · Full analysis span regression · 6 months rolling