+82.7%
MRVL vs JEPQ
+8.1%
+74.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.9% | -8.0% | -10.1% |
| 7D | -36.5% | -4.9% | -31.6% | -24.0% |
| 30D | -41.1% | -6.7% | -34.4% | -24.4% |
| 3M | -26.9% | -3.0% | -23.9% | -16.6% |
| 6M | -2.3% | +1.4% | -3.7% | +6.5% |
| YTD | +88.4% | +6.5% | +81.9% | +81.5% |
| 1Y | +82.7% | +8.4% | +74.4% | +69.6% |
| All | +82.7% | +8.1% | +74.6% | +69.6% |
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 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