+417.4%
WDC vs JEPQ
+21.4%
+396.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.3% | +5.6% | +4.8% |
| 7D | +1.7% | +0.7% | +1.1% | -0.7% |
| 30D | -10.0% | +2.0% | -11.9% | -15.6% |
| 3M | -18.8% | +2.0% | -20.7% | -20.5% |
| 6M | +79.0% | +10.4% | +68.6% | +40.8% |
| YTD | +171.6% | +11.6% | +160.0% | +108.3% |
| 1Y | +417.4% | +20.7% | +396.7% | +149.5% |
| All | +417.4% | +21.4% | +396.0% | +149.5% |
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