+10.7%
TQQQ vs JEPQ
+8.3%
+2.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.9% | +1.9% | -0.6% |
| 7D | -14.0% | -4.9% | -9.1% | +4.1% |
| 30D | -25.1% | -6.7% | -18.5% | -1.9% |
| 3M | -16.7% | -3.0% | -13.6% | -4.5% |
| 6M | -3.7% | +1.4% | -5.1% | -0.4% |
| YTD | +18.8% | +6.5% | +12.3% | +7.4% |
| All | +10.7% | +8.3% | +2.4% | -2.5% |
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