+90.2%
JEPQ vs WMB
+145.4%
-55.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.6% |
| 7D | -0.2% | -1.0% | +0.9% | +0.1% |
| 30D | +0.8% | -0.4% | +1.2% | +0.8% |
| 3M | +4.0% | +3.2% | +0.8% | +2.8% |
| 6M | +10.4% | +0.1% | +10.3% | +9.7% |
| YTD | +11.4% | +23.9% | -12.4% | +4.2% |
| 1Y | +18.9% | +27.6% | -8.7% | +9.9% |
| 3Y | +70.3% | +141.9% | -71.6% | +28.6% |
| All | +90.2% | +145.4% | -55.2% | +48.3% |
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