+43.4%
SMH vs JEPQ
+8.1%
+35.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.7% | -4.8% |
| 7D | -11.2% | -4.9% | -6.3% | -0.4% |
| 30D | -20.4% | -6.7% | -13.8% | -6.6% |
| 3M | -12.4% | -3.0% | -9.4% | -5.5% |
| 6M | -0.5% | +1.4% | -1.9% | 0.0% |
| YTD | +40.0% | +6.5% | +33.6% | +29.2% |
| 1Y | +43.4% | +8.4% | +35.0% | +28.5% |
| All | +43.4% | +8.1% | +35.3% | +28.5% |
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