+90.2%
JEPQ vs TEL
+72.9%
+17.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | -0.1% |
| 7D | +1.1% | +1.2% | -0.2% | +0.6% |
| 30D | +1.3% | -4.1% | +5.4% | +2.8% |
| 3M | +4.7% | -2.6% | +7.3% | +5.3% |
| 6M | +10.6% | 0.0% | +10.6% | +8.8% |
| YTD | +11.4% | -9.1% | +20.5% | +13.4% |
| 1Y | +19.4% | -0.8% | +20.3% | +16.2% |
| 3Y | +71.7% | +67.4% | +4.3% | +25.6% |
| All | +90.2% | +72.9% | +17.3% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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