+191.7%
MPWR vs JEPQ
+62.4%
+129.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.9% | -1.5% |
| 7D | +27.9% | +5.7% | +22.2% | +13.1% |
| 30D | +9.7% | -5.9% | +15.6% | +28.3% |
| 3M | +1.7% | -2.5% | +4.2% | +9.5% |
| 6M | -9.2% | +1.3% | -10.5% | -9.2% |
| YTD | +60.5% | +7.8% | +52.7% | +39.2% |
| 1Y | +52.0% | +8.8% | +43.3% | +29.4% |
| All | +191.7% | +62.4% | +129.3% | -4.0% |
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