+432.9%
SNXX vs JEPQ
+8.5%
+424.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +0.3% | +23.1% | +20.7% |
| 7D | +34.9% | +0.7% | +34.2% | +27.4% |
| 30D | +52.5% | +2.0% | +50.6% | +31.7% |
| 3M | -41.3% | +2.0% | -43.3% | -25.4% |
| 6M | +293.8% | +10.4% | +283.4% | +232.4% |
| All | +432.9% | +8.5% | +424.4% | +383.1% |
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