+90.4%
JEPQ vs UEC
+159.6%
-69.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.0% | -3.1% | -0.4% |
| 7D | +1.4% | +2.6% | -1.1% | +1.2% |
| 30D | +1.3% | +5.6% | -4.3% | +0.5% |
| 3M | +3.8% | -5.7% | +9.6% | +3.7% |
| 6M | +12.2% | -8.0% | +20.2% | +11.4% |
| YTD | +11.6% | +1.8% | +9.8% | +8.7% |
| 1Y | +19.9% | +0.6% | +19.3% | +15.6% |
| 3Y | +71.9% | +155.2% | -83.3% | +39.7% |
| All | +90.4% | +159.6% | -69.2% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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