+96.2%
SMH vs JEPQ
+21.4%
+74.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +1.9% |
| 7D | +2.5% | +0.7% | +1.8% | +0.9% |
| 30D | -0.5% | +2.0% | -2.5% | -4.7% |
| 3M | -9.6% | +2.0% | -11.6% | -11.9% |
| 6M | +42.1% | +10.4% | +31.7% | +18.6% |
| YTD | +57.4% | +11.6% | +45.8% | +28.8% |
| 1Y | +96.2% | +20.7% | +75.5% | +33.3% |
| All | +96.2% | +21.4% | +74.9% | +33.3% |
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