+155.1%
UBER vs JEPQ
+94.0%
+61.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -2.2% |
| 7D | -5.4% | -0.2% | -5.2% | -5.3% |
| 30D | -4.9% | +0.8% | -5.7% | -5.9% |
| 3M | +3.0% | +4.0% | -0.9% | -3.0% |
| 6M | -4.4% | +10.4% | -14.8% | -17.2% |
| YTD | -12.3% | +11.4% | -23.7% | -25.2% |
| 1Y | -24.3% | +18.9% | -43.2% | -41.0% |
| 3Y | +46.4% | +70.3% | -23.8% | -34.1% |
| All | +155.1% | +94.0% | +61.1% | +3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling