+607.0%
SMCI vs JEPQ
+94.0%
+513.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +5.4% |
| 7D | +1.3% | -0.2% | +1.4% | +1.8% |
| 30D | +6.6% | +0.8% | +5.8% | +5.3% |
| 3M | +25.4% | +4.0% | +21.5% | +16.5% |
| 6M | +26.1% | +10.4% | +15.8% | +8.2% |
| YTD | +37.0% | +11.4% | +25.6% | +15.5% |
| 1Y | -8.8% | +18.9% | -27.7% | -32.4% |
| 3Y | +44.6% | +70.3% | -25.7% | -38.6% |
| All | +607.0% | +94.0% | +513.0% | +171.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling