+0.5%
RGTI vs JEPQ
+21.4%
-20.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | -0.9% |
| 7D | -2.5% | +0.7% | -3.2% | -4.7% |
| 30D | -9.4% | +2.0% | -11.4% | -14.6% |
| 3M | -37.1% | +2.0% | -39.1% | -38.8% |
| 6M | -14.4% | +10.4% | -24.8% | -34.4% |
| YTD | -31.4% | +11.6% | -43.0% | -49.7% |
| 1Y | +0.5% | +20.7% | -20.2% | -19.6% |
| All | +0.5% | +21.4% | -20.8% | -19.6% |
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