+72.7%
NEM vs JEPQ
+21.4%
+51.3%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -2.2% |
| 7D | +0.3% | +0.7% | -0.4% | -0.6% |
| 30D | +23.1% | +2.0% | +21.1% | +20.0% |
| 3M | +18.5% | +2.0% | +16.5% | +15.6% |
| 6M | +7.8% | +10.4% | -2.6% | -5.0% |
| YTD | +29.1% | +11.6% | +17.5% | +12.4% |
| 1Y | +72.7% | +20.7% | +52.0% | +40.2% |
| All | +72.7% | +21.4% | +51.3% | +40.2% |
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