+71.9%
JEPQ vs UAL
+127.4%
-55.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +0.4% |
| 7D | +1.4% | +3.5% | -2.0% | +0.9% |
| 30D | +1.3% | -16.5% | +17.8% | +4.2% |
| 3M | +3.8% | +2.8% | +1.1% | +3.0% |
| 6M | +12.2% | +17.6% | -5.4% | +8.3% |
| YTD | +11.6% | -3.2% | +14.8% | +10.7% |
| 1Y | +19.9% | +0.4% | +19.4% | +17.8% |
| 3Y | +71.9% | +128.2% | -56.3% | +48.1% |
| All | +71.9% | +127.4% | -55.5% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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