-5.3%
PATH vs JEPQ
+8.1%
-13.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +2.4% |
| 7D | -4.8% | -4.9% | +0.1% | -2.1% |
| 30D | +2.7% | -6.7% | +9.3% | +6.6% |
| 3M | -4.2% | -3.0% | -1.2% | -2.6% |
| 6M | +24.7% | +1.4% | +23.4% | +23.5% |
| YTD | -17.6% | +6.5% | -24.0% | -21.5% |
| 1Y | -5.3% | +8.4% | -13.7% | -11.3% |
| All | -5.3% | +8.1% | -13.5% | -11.3% |
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