-58.7%
MARA vs JEPQ
+8.1%
-66.8%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.9% | -5.0% | -6.8% |
| 7D | -6.5% | -4.9% | -1.6% | +8.7% |
| 30D | -38.5% | -6.7% | -31.8% | -23.6% |
| 3M | -41.5% | -3.0% | -38.5% | -34.9% |
| 6M | -41.9% | +1.4% | -43.3% | -42.8% |
| YTD | -23.5% | +6.5% | -30.0% | -33.3% |
| 1Y | -58.7% | +8.4% | -67.1% | -65.6% |
| All | -58.7% | +8.1% | -66.8% | -65.6% |
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