+33.9%
NOW vs JEPI
+100.3%
-66.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.2% | -29.0% | -29.8% |
| 3M | -19.4% | +2.0% | -21.4% | -22.6% |
| 6M | +12.3% | +7.7% | +4.6% | -2.1% |
| YTD | -32.9% | +8.0% | -40.9% | -42.5% |
| 1Y | -40.3% | +9.7% | -50.0% | -50.4% |
| 3Y | -19.1% | +36.3% | -55.3% | -55.0% |
| 5Y | -24.4% | +44.6% | -69.0% | -61.2% |
| All | +33.9% | +100.3% | -66.4% | -60.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling