+212.5%
MPWR vs JEPQ
+87.7%
+124.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.9% | -1.5% |
| 7D | +27.9% | +5.7% | +22.2% | +13.8% |
| 30D | +9.7% | -5.9% | +15.6% | +27.4% |
| 3M | +1.7% | -2.5% | +4.2% | +9.3% |
| 6M | -9.2% | +1.3% | -10.5% | -8.9% |
| YTD | +60.5% | +7.8% | +52.7% | +40.9% |
| 1Y | +52.0% | +8.8% | +43.3% | +31.1% |
| 3Y | +193.1% | +62.3% | +130.9% | +14.4% |
| All | +212.5% | +87.7% | +124.7% | +4.2% |
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 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