-23.5%
TEAM vs JEPQ
+92.4%
-115.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +2.3% |
| 7D | -7.8% | -0.7% | -7.1% | -6.9% |
| 30D | +16.5% | +0.6% | +16.0% | +15.6% |
| 3M | +96.2% | +5.8% | +90.4% | +75.3% |
| 6M | +130.2% | +9.7% | +120.5% | +92.4% |
| YTD | +10.7% | +10.5% | +0.2% | -9.1% |
| 1Y | +3.0% | +18.4% | -15.4% | -25.8% |
| 3Y | -13.1% | +70.3% | -83.4% | -69.2% |
| All | -23.5% | +92.4% | -115.9% | -76.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling