+253.5%
TQQQ vs JEPQ
+94.0%
+159.5%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.7% | -0.5% |
| 7D | -1.9% | -0.2% | -1.8% | -1.3% |
| 30D | -4.9% | +0.8% | -5.6% | -7.2% |
| 3M | -6.4% | +4.0% | -10.4% | -16.2% |
| 6M | +44.4% | +10.4% | +34.0% | +6.8% |
| YTD | +35.2% | +11.4% | +23.7% | -2.3% |
| 1Y | +49.5% | +18.9% | +30.6% | -13.5% |
| 3Y | +250.7% | +70.3% | +180.4% | -35.1% |
| All | +253.5% | +94.0% | +159.5% | -43.1% |
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