+136.6%
NBIS vs JEPQ
+9.7%
+126.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.8% | -4.3% | -1.8% |
| 7D | +8.3% | -0.7% | +9.0% | +11.4% |
| 30D | +18.1% | +0.6% | +17.5% | +16.9% |
| 3M | +7.8% | +5.8% | +2.0% | -7.1% |
| 6M | +136.6% | +9.7% | +126.9% | +88.1% |
| All | +136.6% | +9.7% | +126.8% | +88.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling