+1,843.7%
MUU vs JEPQ
+19.0%
+1,824.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -7.0% |
| 7D | -8.2% | -0.2% | -8.1% | -7.1% |
| 30D | +10.2% | +0.8% | +9.4% | +5.7% |
| 3M | -26.5% | +4.0% | -30.5% | -32.4% |
| 6M | +227.2% | +10.4% | +216.8% | +147.4% |
| YTD | +527.4% | +11.4% | +516.0% | +371.8% |
| 1Y | +1,843.7% | +18.9% | +1,824.8% | +755.1% |
| All | +1,843.7% | +19.0% | +1,824.7% | +755.1% |
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