+28.1%
NEE vs JEPQ
+94.0%
-65.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | -0.5% | +1.1% | -1.6% | -0.9% |
| 30D | -1.7% | +1.3% | -3.0% | -2.2% |
| 3M | -1.8% | +4.7% | -6.5% | -3.8% |
| 6M | -8.8% | +10.6% | -19.5% | -12.8% |
| YTD | +5.2% | +11.4% | -6.2% | +0.2% |
| 1Y | +21.3% | +19.4% | +1.9% | +12.0% |
| 3Y | +35.2% | +71.7% | -36.5% | -0.7% |
| All | +28.1% | +94.0% | -65.9% | -15.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling