+33.9%
NOW vs JEPI
+101.5%
-67.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.2% | +1.5% |
| 7D | -5.6% | -0.1% | -5.4% | -5.3% |
| 30D | -26.8% | +2.8% | -29.6% | -30.5% |
| 3M | -19.4% | +2.6% | -22.0% | -23.4% |
| 6M | +12.3% | +8.4% | +4.0% | -3.1% |
| YTD | -32.9% | +8.6% | -41.5% | -43.1% |
| 1Y | -40.3% | +10.4% | -50.7% | -50.9% |
| 3Y | -19.1% | +37.1% | -56.2% | -55.5% |
| 5Y | -24.4% | +45.5% | -69.9% | -61.6% |
| All | +33.9% | +101.5% | -67.6% | -60.5% |
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