+41.6%
TXN vs JEPQ
+21.4%
+20.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.4% |
| 7D | -0.1% | +0.7% | -0.8% | -1.0% |
| 30D | -6.9% | +2.0% | -8.9% | -9.4% |
| 3M | -14.9% | +2.0% | -16.9% | -16.4% |
| 6M | +29.0% | +10.4% | +18.6% | +16.7% |
| YTD | +51.5% | +11.6% | +39.9% | +35.7% |
| 1Y | +41.6% | +20.7% | +20.9% | +32.4% |
| All | +41.6% | +21.4% | +20.2% | +32.4% |
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