+845.8%
WDC vs JEPQ
+94.0%
+751.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -4.5% |
| 7D | -4.3% | -0.2% | -4.2% | -4.0% |
| 30D | -1.5% | +0.8% | -2.3% | -2.7% |
| 3M | -15.5% | +4.0% | -19.4% | -19.0% |
| 6M | +66.5% | +10.4% | +56.1% | +46.5% |
| YTD | +159.9% | +11.4% | +148.4% | +127.6% |
| 1Y | +366.0% | +18.9% | +347.0% | +272.4% |
| 3Y | +1,285.8% | +70.3% | +1,215.5% | +567.1% |
| All | +845.8% | +94.0% | +751.8% | +295.6% |
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 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