-21.8%
PATH vs JEPQ
+55.2%
-77.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.2% | -1.5% |
| 7D | -5.3% | -5.6% | +0.3% | +1.3% |
| 30D | -0.5% | -11.3% | +10.8% | +14.8% |
| 3M | -7.1% | -7.4% | +0.2% | +1.4% |
| 6M | +23.8% | -4.5% | +28.3% | +28.5% |
| YTD | -20.7% | +1.3% | -22.0% | -24.7% |
| 1Y | -8.1% | +3.8% | -11.9% | -16.0% |
| 3Y | -21.8% | +54.8% | -76.7% | -65.8% |
| All | -21.8% | +55.2% | -77.0% | -65.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling