+9.4%
NOW vs JEPQ
+70.7%
-61.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.2% |
| 7D | -6.2% | -0.2% | -6.0% | -6.0% |
| 30D | +6.1% | +0.8% | +5.3% | +5.3% |
| 3M | +28.6% | +4.0% | +24.6% | +21.9% |
| 6M | +14.6% | +10.4% | +4.2% | +0.7% |
| YTD | -13.5% | +11.4% | -24.9% | -25.2% |
| 1Y | -29.4% | +18.9% | -48.3% | -44.3% |
| 3Y | +9.4% | +70.3% | -60.9% | -46.8% |
| All | +9.4% | +70.7% | -61.3% | -46.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling