-5.8%
PATH vs JEPQ
+8.0%
-13.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.9% |
| 7D | +2.1% | +3.4% | -1.3% | +0.1% |
| 30D | +1.6% | -5.6% | +7.2% | +5.0% |
| 3M | -20.4% | -4.2% | -16.3% | -18.5% |
| 6M | +40.1% | -0.2% | +40.3% | +40.8% |
| YTD | -19.0% | +6.7% | -25.8% | -23.0% |
| 1Y | -5.8% | +9.5% | -15.3% | -13.3% |
| All | -5.8% | +8.0% | -13.8% | -13.3% |
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