+11.8%
NOW vs JEPI
+30.9%
-19.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -4.1% |
| 7D | -6.1% | -0.2% | -5.9% | -5.7% |
| 30D | +7.5% | -0.6% | +8.1% | +8.4% |
| 3M | +17.5% | +4.8% | +12.7% | +9.5% |
| 6M | +7.9% | +2.1% | +5.8% | +4.3% |
| YTD | -12.4% | +4.8% | -17.2% | -19.5% |
| 1Y | -28.6% | +8.4% | -37.0% | -38.2% |
| 3Y | +11.8% | +30.8% | -19.0% | -29.2% |
| All | +11.8% | +30.9% | -19.0% | -29.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling