+159.5%
MPWR vs JEPQ
+94.0%
+65.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -0.9% |
| 7D | -1.3% | +1.1% | -2.3% | -3.7% |
| 30D | -12.8% | +1.3% | -14.2% | -15.4% |
| 3M | -21.3% | +4.7% | -26.0% | -28.3% |
| 6M | +13.7% | +10.6% | +3.1% | -7.5% |
| YTD | +33.3% | +11.4% | +21.8% | +7.0% |
| 1Y | +41.3% | +19.4% | +21.9% | -2.3% |
| 3Y | +145.8% | +71.7% | +74.1% | -16.2% |
| All | +159.5% | +94.0% | +65.5% | -20.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling