+255.3%
MRVL vs JEPQ
+19.0%
+236.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.2% | +1.5% |
| 7D | +5.6% | -0.2% | +5.8% | +6.2% |
| 30D | +8.8% | +0.8% | +8.0% | +6.4% |
| 3M | -15.9% | +4.0% | -19.8% | -21.9% |
| 6M | +161.3% | +10.4% | +150.9% | +117.2% |
| YTD | +178.2% | +11.4% | +166.8% | +124.8% |
| 1Y | +255.3% | +18.9% | +236.4% | +142.4% |
| All | +255.3% | +19.0% | +236.3% | +142.4% |
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