-21.4%
NOW vs JEPI
+9.5%
-30.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.9% |
| 7D | -2.4% | -0.3% | -2.0% | -2.3% |
| 30D | +20.5% | +0.1% | +20.4% | +20.3% |
| 3M | +18.3% | +4.8% | +13.6% | +16.8% |
| 6M | +24.1% | +1.0% | +23.1% | +25.4% |
| YTD | -7.8% | +5.5% | -13.3% | -12.2% |
| 1Y | -21.4% | +9.2% | -30.6% | -30.2% |
| All | -21.4% | +9.5% | -30.9% | -30.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling