+2,396.1%
MUU vs JEPQ
+35.8%
+2,360.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -5.5% |
| 7D | -8.2% | -0.2% | -8.1% | -7.4% |
| 30D | +10.2% | +0.8% | +9.4% | +7.1% |
| 3M | -26.5% | +4.0% | -30.5% | -28.5% |
| 6M | +227.2% | +10.4% | +216.8% | +171.8% |
| YTD | +527.4% | +11.4% | +516.0% | +425.4% |
| 1Y | +1,843.7% | +18.9% | +1,824.8% | +1,240.1% |
| All | +2,396.1% | +35.8% | +2,360.3% | +1,206.7% |
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