+47.9%
MPWR vs JEPQ
+19.0%
+28.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.8% | +3.3% | +2.1% |
| 7D | +0.9% | -0.2% | +1.0% | +1.3% |
| 30D | -13.4% | +0.8% | -14.1% | -14.9% |
| 3M | -22.2% | +4.0% | -26.2% | -28.1% |
| 6M | +15.7% | +10.4% | +5.3% | -6.0% |
| YTD | +36.7% | +11.4% | +25.2% | +8.9% |
| 1Y | +47.9% | +18.9% | +29.0% | -9.2% |
| All | +47.9% | +19.0% | +28.9% | -9.2% |
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