-26.5%
TMUS vs JEPQ
+21.4%
-47.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.3% | -3.8% | -3.3% |
| 7D | +0.1% | +0.7% | -0.6% | +0.4% |
| 30D | +5.3% | +2.0% | +3.3% | +6.2% |
| 3M | +3.1% | +2.0% | +1.1% | +4.6% |
| 6M | -16.5% | +10.4% | -26.9% | -11.8% |
| YTD | -9.2% | +11.6% | -20.8% | -3.8% |
| 1Y | -26.5% | +20.7% | -47.2% | -13.5% |
| All | -26.5% | +21.4% | -47.9% | -13.5% |
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