+51.2%
JNJ vs JEPQ
+8.1%
+43.1%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.9% | +4.1% |
| 7D | +1.9% | -4.9% | +6.9% | +0.2% |
| 30D | +9.2% | -6.7% | +15.9% | +6.8% |
| 3M | +8.9% | -3.0% | +11.9% | +7.8% |
| 6M | +24.6% | +1.4% | +23.2% | +24.2% |
| YTD | +35.7% | +6.5% | +29.2% | +35.2% |
| 1Y | +51.2% | +8.4% | +42.8% | +51.0% |
| All | +51.2% | +8.1% | +43.1% | +51.0% |
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