+306.7%
MRVL vs JEPQ
+69.3%
+237.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.6% | -1.2% |
| 7D | +8.7% | -0.7% | +9.3% | +10.7% |
| 30D | +6.9% | +0.6% | +6.3% | +5.5% |
| 3M | -10.1% | +5.8% | -15.9% | -19.1% |
| 6M | +143.4% | +9.7% | +133.8% | +106.8% |
| YTD | +167.5% | +10.5% | +156.9% | +121.4% |
| 1Y | +239.0% | +18.4% | +220.6% | +137.5% |
| All | +306.7% | +69.3% | +237.4% | +48.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling