-24.8%
TEAM vs JEPQ
+94.2%
-119.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | 0.0% | -6.9% | -6.9% |
| 7D | -5.7% | +1.4% | -7.1% | -7.7% |
| 30D | +18.3% | +1.3% | +17.0% | +16.0% |
| 3M | +80.2% | +3.8% | +76.4% | +66.6% |
| 6M | +111.0% | +12.2% | +98.8% | +69.7% |
| YTD | +8.8% | +11.6% | -2.8% | -12.0% |
| 1Y | +2.2% | +19.9% | -17.7% | -27.9% |
| 3Y | -14.6% | +71.9% | -86.5% | -70.2% |
| All | -24.8% | +94.2% | -119.1% | -77.1% |
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 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