+73.3%
PANW vs JEPQ
+21.4%
+51.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.1% |
| 7D | -10.3% | +0.7% | -11.0% | -11.0% |
| 30D | -8.1% | +2.0% | -10.1% | -10.0% |
| 3M | +19.3% | +2.0% | +17.3% | +16.5% |
| 6M | +110.2% | +10.4% | +99.8% | +89.5% |
| YTD | +80.9% | +11.6% | +69.3% | +60.7% |
| 1Y | +73.3% | +20.7% | +52.6% | +24.9% |
| All | +73.3% | +21.4% | +51.9% | +24.9% |
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