+72.2%
LIN vs JEPQ
+87.7%
-15.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.6% |
| 7D | +0.2% | +5.7% | -5.5% | -2.5% |
| 30D | +6.2% | -5.9% | +12.1% | +9.2% |
| 3M | +9.3% | -2.5% | +11.8% | +10.3% |
| 6M | +4.4% | +1.3% | +3.1% | +2.7% |
| YTD | +23.7% | +7.8% | +15.9% | +17.0% |
| 1Y | +23.5% | +8.8% | +14.7% | +16.0% |
| 3Y | +35.8% | +62.3% | -26.5% | -5.1% |
| All | +72.2% | +87.7% | -15.5% | +8.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling