+265.1%
MU vs JEPQ
+8.1%
+257.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +0.9% | -7.9% | -10.2% |
| 7D | -19.1% | -4.9% | -14.2% | -3.6% |
| 30D | -25.2% | -6.7% | -18.6% | -4.2% |
| 3M | -10.9% | -3.0% | -7.9% | -0.3% |
| 6M | +38.0% | +1.4% | +36.6% | +42.1% |
| YTD | +178.8% | +6.5% | +172.4% | +156.6% |
| 1Y | +265.1% | +8.4% | +256.8% | +220.0% |
| All | +265.1% | +8.1% | +257.0% | +220.0% |
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