+90.2%
JEPQ vs WEC
+23.9%
+66.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -0.2% | -0.6% | +0.4% | -0.1% |
| 30D | +0.8% | -2.6% | +3.4% | +1.0% |
| 3M | +4.0% | -6.0% | +10.0% | +4.5% |
| 6M | +10.4% | -5.4% | +15.8% | +10.8% |
| YTD | +11.4% | +2.5% | +9.0% | +10.6% |
| 1Y | +18.9% | -0.7% | +19.6% | +18.5% |
| 3Y | +70.3% | +38.7% | +31.6% | +59.0% |
| All | +90.2% | +23.9% | +66.3% | +84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling