+90.2%
JEPQ vs NUE
+80.2%
+10.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.2% |
| 7D | +1.1% | -2.3% | +3.4% | +1.6% |
| 30D | +1.3% | -6.1% | +7.4% | +2.6% |
| 3M | +4.7% | +1.7% | +3.0% | +3.9% |
| 6M | +10.6% | +53.1% | -42.5% | 0.0% |
| YTD | +11.4% | +59.0% | -47.6% | -0.3% |
| 1Y | +19.4% | +85.3% | -65.9% | +2.9% |
| 3Y | +71.7% | +63.2% | +8.5% | +47.1% |
| All | +90.2% | +80.2% | +10.0% | +57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 all: compounded portfolio wealth divided by compounded NUE 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…
all analysis · Full analysis span regression · 6 months rolling