+4,437.1%
SNDK vs JEPQ
+24.2%
+4,412.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.3% | -6.0% |
| 7D | -6.1% | -0.2% | -6.0% | -5.8% |
| 30D | +21.5% | +0.8% | +20.7% | +19.2% |
| 3M | -13.2% | +4.0% | -17.2% | -16.7% |
| 6M | +149.2% | +10.4% | +138.8% | +110.4% |
| YTD | +588.1% | +11.4% | +576.6% | +472.3% |
| 1Y | +1,837.5% | +18.9% | +1,818.6% | +1,365.3% |
| All | +4,437.1% | +24.2% | +4,412.9% | +3,247.0% |
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