+38.1%
MNST vs JEPQ
+21.4%
+16.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | -6.5% | +0.7% | -7.2% | -6.5% |
| 30D | -7.2% | +2.0% | -9.2% | -7.4% |
| 3M | -1.0% | +2.0% | -3.0% | -1.1% |
| 6M | +11.5% | +10.4% | +1.1% | +9.0% |
| YTD | +14.3% | +11.6% | +2.7% | +11.8% |
| 1Y | +38.1% | +20.7% | +17.4% | +44.2% |
| All | +38.1% | +21.4% | +16.8% | +44.2% |
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 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