-23.4%
TEAM vs JEPQ
+94.0%
-117.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -1.2% |
| 7D | -5.2% | -0.2% | -5.1% | -5.0% |
| 30D | +15.8% | +0.8% | +15.0% | +14.4% |
| 3M | +101.5% | +4.0% | +97.5% | +86.0% |
| 6M | +138.2% | +10.4% | +127.8% | +97.1% |
| YTD | +10.8% | +11.4% | -0.6% | -10.2% |
| 1Y | +1.7% | +18.9% | -17.2% | -27.2% |
| 3Y | -16.0% | +70.3% | -86.3% | -70.1% |
| All | -23.4% | +94.0% | -117.4% | -76.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling