+151.8%
NBIS vs JEPQ
+19.0%
+132.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -4.7% |
| 7D | -0.8% | -0.2% | -0.7% | -0.2% |
| 30D | -13.4% | +0.8% | -14.1% | -15.5% |
| 3M | +1.0% | +4.0% | -2.9% | -8.3% |
| 6M | +100.5% | +10.4% | +90.1% | +51.0% |
| YTD | +168.3% | +11.4% | +156.8% | +99.1% |
| 1Y | +151.8% | +18.9% | +132.9% | +59.1% |
| All | +151.8% | +19.0% | +132.8% | +59.1% |
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