+69.8%
LIN vs JEPQ
+78.0%
-8.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -1.7% |
| 7D | +0.2% | -5.6% | +5.8% | +2.9% |
| 30D | +6.5% | -11.3% | +17.8% | +12.7% |
| 3M | +5.5% | -6.5% | +12.0% | +8.5% |
| 6M | +3.3% | -3.6% | +6.9% | +4.1% |
| YTD | +22.0% | +2.2% | +19.8% | +18.5% |
| 1Y | +25.7% | +4.8% | +21.0% | +20.0% |
| 3Y | +36.2% | +56.3% | -20.0% | -3.5% |
| All | +69.8% | +78.0% | -8.1% | +10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling