+90.4%
JEPQ vs WMB
+153.6%
-63.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | -0.6% |
| 7D | +1.4% | +0.8% | +0.6% | +1.2% |
| 30D | +1.3% | +7.7% | -6.4% | -0.6% |
| 3M | +3.8% | +6.7% | -2.9% | +1.9% |
| 6M | +12.2% | +3.6% | +8.5% | +10.6% |
| YTD | +11.6% | +28.0% | -16.4% | +3.6% |
| 1Y | +19.9% | +37.6% | -17.7% | +8.5% |
| 3Y | +71.9% | +149.0% | -77.1% | +29.0% |
| All | +90.4% | +153.6% | -63.2% | +47.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling