+22.5%
MA vs JEPQ
+8.1%
+14.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.9% | +3.0% | +4.0% |
| 7D | +10.2% | -4.9% | +15.1% | +10.2% |
| 30D | +19.3% | -6.7% | +26.0% | +19.5% |
| 3M | +18.0% | -3.0% | +21.0% | +17.8% |
| 6M | +33.7% | +1.4% | +32.3% | +31.1% |
| YTD | +18.6% | +6.5% | +12.1% | +14.0% |
| 1Y | +22.5% | +8.4% | +14.1% | +16.8% |
| All | +22.5% | +8.1% | +14.3% | +16.8% |
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 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