+57.4%
JNJ vs JEPQ
+21.4%
+36.1%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.5% | -1.0% |
| 7D | +2.7% | +0.7% | +2.0% | +2.9% |
| 30D | +7.4% | +2.0% | +5.4% | +8.1% |
| 3M | +21.2% | +2.0% | +19.2% | +22.7% |
| 6M | +13.4% | +10.4% | +3.0% | +14.8% |
| YTD | +35.1% | +11.6% | +23.5% | +37.0% |
| 1Y | +57.4% | +20.7% | +36.7% | +67.5% |
| All | +57.4% | +21.4% | +36.1% | +67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPQ.
Daily Out/Under-Performance
Portfolio return minus JEPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPQ 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 1y: compounded portfolio wealth divided by compounded JEPQ 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…
1y analysis · Full analysis span regression · 6 months rolling