-17.6%
UBER vs JEPQ
+21.4%
-39.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -3.9% | +0.7% | -4.6% | -4.3% |
| 30D | +11.1% | +2.0% | +9.1% | +9.7% |
| 3M | +4.9% | +2.0% | +2.9% | +3.8% |
| 6M | -1.2% | +10.4% | -11.6% | -9.7% |
| YTD | -7.3% | +11.6% | -18.9% | -16.3% |
| 1Y | -17.6% | +20.7% | -38.3% | -46.8% |
| All | -17.6% | +21.4% | -39.0% | -46.8% |
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