+249.5%
MRVL vs JEPQ
+21.4%
+228.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.3% | +6.7% | +6.1% |
| 7D | +3.2% | +0.7% | +2.5% | +1.0% |
| 30D | +5.9% | +2.0% | +4.0% | -0.2% |
| 3M | -29.3% | +2.0% | -31.3% | -30.0% |
| 6M | +186.5% | +10.4% | +176.1% | +136.7% |
| YTD | +163.4% | +11.6% | +151.8% | +111.6% |
| 1Y | +249.5% | +20.7% | +228.8% | +176.1% |
| All | +249.5% | +21.4% | +228.1% | +176.1% |
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