+31.3%
NOW vs JEPQ
+92.4%
-61.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +1.1% |
| 7D | -9.9% | -0.7% | -9.3% | -9.1% |
| 30D | +2.8% | +0.6% | +2.3% | +2.1% |
| 3M | +23.7% | +5.8% | +17.9% | +12.5% |
| 6M | +12.5% | +9.7% | +2.8% | -3.0% |
| YTD | -14.4% | +10.5% | -24.9% | -27.4% |
| 1Y | -29.0% | +18.4% | -47.4% | -45.9% |
| 3Y | +9.3% | +70.3% | -61.0% | -52.9% |
| All | +31.3% | +92.4% | -61.1% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPQ.
Daily Out/Under-Performance
Portfolio return minus JEPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPQ 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 JEPQ 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