+1,326.2%
MU vs JEPQ
+94.0%
+1,232.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.9% | +3.0% |
| 7D | +7.5% | +1.1% | +6.4% | +5.1% |
| 30D | +19.4% | +1.3% | +18.1% | +16.4% |
| 3M | +9.8% | +4.7% | +5.1% | +3.8% |
| 6M | +164.1% | +10.6% | +153.5% | +129.2% |
| YTD | +260.3% | +11.4% | +248.9% | +211.5% |
| 1Y | +661.2% | +19.4% | +641.8% | +490.5% |
| 3Y | +1,380.8% | +71.7% | +1,309.1% | +589.5% |
| All | +1,326.2% | +94.0% | +1,232.2% | +498.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling