-41.8%
NOW vs JEPQ
+8.4%
-50.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.8% | -1.9% |
| 7D | -1.7% | +5.7% | -7.4% | -3.6% |
| 30D | -27.4% | -5.9% | -21.5% | -26.3% |
| 3M | -19.4% | -2.5% | -17.0% | -18.5% |
| 6M | +13.1% | +1.3% | +11.8% | +14.5% |
| YTD | -34.3% | +7.8% | -42.1% | -34.6% |
| 1Y | -41.8% | +8.8% | -50.5% | -42.3% |
| All | -41.8% | +8.4% | -50.2% | -42.3% |
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