+12.8%
TEAM vs JEPQ
+21.4%
-8.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.7% |
| 7D | -0.4% | +0.7% | -1.1% | -0.6% |
| 30D | +67.3% | +2.0% | +65.3% | +66.6% |
| 3M | +86.8% | +2.0% | +84.8% | +87.6% |
| 6M | +146.8% | +10.4% | +136.4% | +136.0% |
| YTD | +16.9% | +11.6% | +5.3% | +11.4% |
| 1Y | +12.8% | +20.7% | -7.9% | -11.5% |
| All | +12.8% | +21.4% | -8.6% | -11.5% |
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