+1,040.6%
NBIS vs JEPI
+9.9%
+1,030.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.5% | -4.6% | -4.0% |
| 7D | +8.3% | -2.0% | +10.3% | +13.2% |
| 30D | +18.1% | -2.0% | +20.1% | +23.4% |
| 3M | +7.8% | +3.8% | +4.0% | -1.3% |
| 6M | +136.6% | +0.8% | +135.7% | +131.0% |
| YTD | +172.5% | +3.7% | +168.8% | +151.6% |
| 1Y | +144.3% | +7.1% | +137.1% | +109.8% |
| All | +1,040.6% | +9.9% | +1,030.6% | +860.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 JEPI 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