-35.6%
SMCI vs JEPQ
+1.9%
-37.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -6.0% | -2.6% | +8.8% |
| 7D | -21.3% | -9.5% | -11.8% | +5.6% |
| 30D | -37.7% | -12.3% | -25.4% | -6.6% |
| 3M | -10.7% | -8.5% | -2.2% | +18.9% |
| 6M | -2.7% | -5.0% | +2.3% | +20.6% |
| YTD | -7.5% | +0.1% | -7.6% | +1.0% |
| 1Y | -35.6% | +1.3% | -36.9% | -31.0% |
| All | -35.6% | +1.9% | -37.4% | -31.0% |
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