-49.6%
ZTS vs JEPQ
+21.4%
-70.9%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | -2.0% | +0.7% | -2.7% | -2.1% |
| 30D | +1.9% | +2.0% | -0.1% | +1.6% |
| 3M | -4.0% | +2.0% | -6.0% | -3.9% |
| 6M | -39.1% | +10.4% | -49.5% | -42.0% |
| YTD | -38.8% | +11.6% | -50.4% | -42.3% |
| 1Y | -49.6% | +20.7% | -70.3% | -53.7% |
| All | -49.6% | +21.4% | -70.9% | -53.7% |
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