+82.2%
JEPQ vs WMB
+132.8%
-50.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | +3.4% | +7.8% | -4.4% | +1.6% |
| 30D | -5.6% | -5.1% | -0.5% | -4.6% |
| 3M | -4.2% | -4.7% | +0.6% | -3.4% |
| 6M | -0.2% | -7.4% | +7.2% | +1.0% |
| YTD | +6.7% | +17.5% | -10.7% | +0.9% |
| 1Y | +9.5% | +19.5% | -10.0% | +2.9% |
| 3Y | +60.5% | +121.3% | -60.7% | +24.1% |
| All | +82.2% | +132.8% | -50.6% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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