+1,310.7%
MU vs JEPQ
+94.3%
+1,216.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.3% | +5.8% | +5.4% |
| 7D | +9.0% | +0.7% | +8.3% | +7.5% |
| 30D | +13.8% | +2.0% | +11.8% | +9.4% |
| 3M | +2.1% | +2.0% | +0.1% | +2.4% |
| 6M | +153.8% | +10.4% | +143.4% | +121.4% |
| YTD | +256.4% | +11.6% | +244.8% | +207.1% |
| 1Y | +719.8% | +20.7% | +699.1% | +523.6% |
| 3Y | +1,360.4% | +70.8% | +1,289.5% | +584.4% |
| All | +1,310.7% | +94.3% | +1,216.4% | +490.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling