+366.0%
WDC vs JEPQ
+19.0%
+347.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -5.7% |
| 7D | -4.3% | -0.2% | -4.2% | -3.9% |
| 30D | -1.5% | +0.8% | -2.3% | -3.9% |
| 3M | -15.5% | +4.0% | -19.4% | -22.8% |
| 6M | +66.5% | +10.4% | +56.1% | +30.6% |
| YTD | +159.9% | +11.4% | +148.4% | +100.2% |
| 1Y | +366.0% | +18.9% | +347.0% | +160.6% |
| All | +366.0% | +19.0% | +347.0% | +160.6% |
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