+70.3%
JEPQ vs TPG
+81.8%
-11.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.4% |
| 7D | -0.2% | -9.4% | +9.3% | +2.1% |
| 30D | +0.8% | -5.3% | +6.0% | +1.8% |
| 3M | +4.0% | +12.9% | -9.0% | +0.6% |
| 6M | +10.4% | +20.1% | -9.7% | +4.8% |
| YTD | +11.4% | -22.5% | +33.9% | +17.4% |
| 1Y | +18.9% | -19.7% | +38.6% | +23.6% |
| 3Y | +70.3% | +81.2% | -10.9% | +41.0% |
| All | +70.3% | +81.8% | -11.5% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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