+63.5%
MNST vs JEPQ
+61.3%
+2.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | -0.2% |
| 7D | -6.9% | -0.3% | -6.6% | -6.8% |
| 30D | +3.7% | -6.6% | +10.3% | +5.0% |
| 3M | -0.3% | -2.6% | +2.3% | 0.0% |
| 6M | +5.1% | +0.5% | +4.6% | +4.4% |
| YTD | +18.4% | +7.1% | +11.3% | +15.5% |
| 1Y | +26.3% | +8.1% | +18.2% | +22.8% |
| All | +63.5% | +61.3% | +2.2% | +34.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling