+57.4%
LIN vs JEPQ
+94.3%
-36.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.1% |
| 7D | -2.1% | +0.7% | -2.8% | -2.5% |
| 30D | -2.4% | +2.0% | -4.4% | -3.5% |
| 3M | -5.6% | +2.0% | -7.6% | -6.9% |
| 6M | -3.4% | +10.4% | -13.8% | -9.2% |
| YTD | +13.1% | +11.6% | +1.5% | +5.5% |
| 1Y | +2.5% | +20.7% | -18.2% | -9.3% |
| 3Y | +27.6% | +70.8% | -43.2% | -13.2% |
| All | +57.4% | +94.3% | -36.9% | -1.9% |
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