+200.2%
MPWR vs JEPQ
+85.8%
+114.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.0% | -2.9% | -1.5% |
| 7D | +16.8% | +3.4% | +13.4% | +9.3% |
| 30D | +11.9% | -5.6% | +17.5% | +28.9% |
| 3M | +2.2% | -4.2% | +6.4% | +14.5% |
| 6M | -15.5% | -0.2% | -15.3% | -12.3% |
| YTD | +54.2% | +6.7% | +47.5% | +38.7% |
| 1Y | +51.5% | +9.5% | +42.0% | +28.7% |
| 3Y | +180.2% | +60.5% | +119.7% | +12.2% |
| All | +200.2% | +85.8% | +114.4% | +2.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling