+71.5%
LIN vs JEPQ
+83.8%
-12.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.2% | -2.3% | -0.6% |
| 7D | +0.1% | -0.2% | +0.4% | +0.1% |
| 30D | +7.6% | -8.2% | +15.7% | +11.9% |
| 3M | +6.5% | -4.1% | +10.7% | +8.3% |
| 6M | +6.2% | -0.8% | +7.0% | +5.5% |
| YTD | +23.2% | +5.5% | +17.7% | +17.8% |
| 1Y | +25.4% | +8.4% | +17.1% | +17.7% |
| 3Y | +38.3% | +60.9% | -22.6% | -3.3% |
| All | +71.5% | +83.8% | -12.2% | +9.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling