+6.8%
JEPI vs NBIX
+8.2%
-1.3%
-6.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.8% | +0.5% | -3.1% |
| 7D | -2.7% | +9.1% | -11.8% | -3.0% |
| 30D | -0.3% | +9.8% | -10.1% | -0.7% |
| 3M | -1.3% | -1.1% | -0.2% | -1.2% |
| 6M | +2.5% | +18.3% | -15.8% | +1.2% |
| YTD | +4.0% | +12.6% | -8.7% | +2.8% |
| 1Y | +6.8% | +3.9% | +2.9% | +6.5% |
| All | +6.8% | +8.2% | -1.3% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 NBIX 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