+1,328.4%
WDC vs JEPQ
+69.3%
+1,259.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.8% | -3.6% | -2.7% |
| 7D | +4.4% | -0.7% | +5.1% | +6.0% |
| 30D | +5.3% | +0.6% | +4.7% | +4.4% |
| 3M | -5.9% | +5.8% | -11.7% | -13.2% |
| 6M | +73.2% | +9.7% | +63.6% | +51.9% |
| YTD | +167.8% | +10.5% | +157.3% | +134.1% |
| 1Y | +386.0% | +18.4% | +367.6% | +282.1% |
| All | +1,328.4% | +69.3% | +1,259.1% | +542.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling