+228.8%
MU vs JEPQ
+8.0%
+220.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | +1.1% |
| 7D | +12.8% | +3.4% | +9.4% | +1.0% |
| 30D | -14.9% | -5.6% | -9.3% | +6.5% |
| 3M | -18.0% | -4.2% | -13.9% | -2.5% |
| 6M | -3.1% | -0.2% | -2.9% | +5.8% |
| YTD | +172.9% | +6.7% | +166.2% | +153.0% |
| 1Y | +228.8% | +9.5% | +219.4% | +177.7% |
| All | +228.8% | +8.0% | +220.8% | +177.7% |
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 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