+62.2%
PANW vs JEPQ
+8.1%
+54.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.6% |
| 7D | -11.8% | -4.9% | -6.9% | -6.8% |
| 30D | -14.4% | -6.7% | -7.8% | -7.7% |
| 3M | -5.0% | -3.0% | -2.0% | -1.5% |
| 6M | +88.6% | +1.4% | +87.2% | +87.0% |
| YTD | +88.9% | +6.5% | +82.5% | +78.3% |
| 1Y | +62.2% | +8.4% | +53.8% | +49.4% |
| All | +62.2% | +8.1% | +54.1% | +49.4% |
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