+41.4%
NOW vs JEPQ
+94.3%
-52.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.3% | -3.3% | -3.4% |
| 7D | -2.4% | +0.7% | -3.1% | -3.2% |
| 30D | +20.5% | +2.0% | +18.5% | +17.6% |
| 3M | +18.3% | +2.0% | +16.4% | +13.7% |
| 6M | +24.1% | +10.4% | +13.7% | +5.9% |
| YTD | -7.8% | +11.6% | -19.4% | -22.7% |
| 1Y | -21.4% | +20.7% | -42.1% | -41.7% |
| 3Y | +19.5% | +70.8% | -51.3% | -48.6% |
| All | +41.4% | +94.3% | -52.9% | -47.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling