+70.3%
JEPQ vs TECH
+1.4%
+68.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +1.1% | -0.1% | +1.1% | +1.1% |
| 30D | +1.3% | +0.3% | +1.0% | +1.3% |
| 3M | +4.7% | +32.9% | -28.3% | +0.7% |
| 6M | +10.6% | +32.1% | -21.4% | +5.9% |
| YTD | +11.4% | +23.4% | -12.0% | +7.4% |
| 1Y | +19.4% | +34.1% | -14.6% | +13.2% |
| All | +70.3% | +1.4% | +68.9% | +67.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling