+279.4%
NFLX vs JEPQ
+94.0%
+185.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +0.9% |
| 7D | -1.1% | -0.2% | -0.9% | -0.9% |
| 30D | +4.3% | +0.8% | +3.5% | +3.3% |
| 3M | -4.8% | +4.0% | -8.7% | -10.0% |
| 6M | -18.4% | +10.4% | -28.8% | -29.1% |
| YTD | -17.4% | +11.4% | -28.9% | -29.3% |
| 1Y | -35.7% | +18.9% | -54.6% | -49.8% |
| 3Y | +73.8% | +70.3% | +3.5% | -21.7% |
| All | +279.4% | +94.0% | +185.4% | +51.1% |
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 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