+719.8%
MU vs JEPQ
+21.4%
+698.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.3% | +5.8% | +5.0% |
| 7D | +9.0% | +0.7% | +8.3% | +6.4% |
| 30D | +13.8% | +2.0% | +11.8% | +6.3% |
| 3M | +2.1% | +2.0% | +0.1% | +0.1% |
| 6M | +153.8% | +10.4% | +143.4% | +100.5% |
| YTD | +256.4% | +11.6% | +244.8% | +174.3% |
| 1Y | +719.8% | +20.7% | +699.1% | +354.8% |
| All | +719.8% | +21.4% | +698.4% | +354.8% |
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