+34.4%
NOW vs JEPQ
+94.2%
-59.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -4.9% |
| 7D | -6.1% | +1.4% | -7.5% | -7.8% |
| 30D | +7.5% | +1.3% | +6.1% | +5.7% |
| 3M | +17.5% | +3.8% | +13.7% | +10.0% |
| 6M | +7.9% | +12.2% | -4.2% | -9.9% |
| YTD | -12.4% | +11.6% | -24.0% | -26.6% |
| 1Y | -28.6% | +19.9% | -48.4% | -46.5% |
| 3Y | +11.8% | +71.9% | -60.1% | -52.4% |
| All | +34.4% | +94.2% | -59.9% | -50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling