+33.3%
NOW vs JEPI
+100.7%
-67.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.8% |
| 7D | +0.3% | +2.7% | -2.4% | -4.2% |
| 30D | -27.0% | +2.5% | -29.5% | -30.4% |
| 3M | -19.6% | +1.9% | -21.6% | -22.7% |
| 6M | +17.5% | +7.7% | +9.7% | +2.3% |
| YTD | -33.3% | +8.2% | -41.4% | -42.9% |
| 1Y | -39.8% | +10.4% | -50.2% | -50.6% |
| 3Y | -19.9% | +36.5% | -56.4% | -55.6% |
| 5Y | -26.1% | +44.2% | -70.3% | -61.9% |
| All | +33.3% | +100.7% | -67.4% | -60.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling