+90.4%
JEPQ vs WELL
+192.1%
-101.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | +1.4% | -1.3% | +2.8% | +1.7% |
| 30D | +1.3% | +0.5% | +0.8% | +1.2% |
| 3M | +3.8% | +19.1% | -15.2% | -0.1% |
| 6M | +12.2% | +17.0% | -4.8% | +8.0% |
| YTD | +11.6% | +29.2% | -17.6% | +4.8% |
| 1Y | +19.9% | +42.1% | -22.3% | +9.7% |
| 3Y | +71.9% | +204.5% | -132.7% | +26.4% |
| All | +90.4% | +192.1% | -101.7% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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