+8.4%
JEPQ vs NBIX
+16.6%
-8.3%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.9% |
| 7D | -4.9% | +14.1% | -19.0% | -5.9% |
| 30D | -6.7% | +15.1% | -21.8% | -7.8% |
| 3M | -3.0% | 0.0% | -3.0% | -3.0% |
| 6M | +1.4% | +23.9% | -22.5% | -1.9% |
| YTD | +6.5% | +17.1% | -10.6% | +3.7% |
| 1Y | +8.4% | +16.0% | -7.6% | +5.8% |
| All | +8.4% | +16.6% | -8.3% | +5.8% |
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