-39.8%
NOW vs JEPQ
+8.0%
-47.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +2.0% |
| 7D | +0.3% | +3.4% | -3.1% | -0.9% |
| 30D | -27.0% | -5.6% | -21.3% | -25.7% |
| 3M | -19.6% | -4.2% | -15.5% | -18.4% |
| 6M | +17.5% | -0.2% | +17.6% | +19.6% |
| YTD | -33.3% | +6.7% | -40.0% | -33.2% |
| 1Y | -39.8% | +9.5% | -49.3% | -40.5% |
| All | -39.8% | +8.0% | -47.8% | -40.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling