+2.9%
NOW vs JEPQ
+86.5%
-83.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.0% | +1.2% | +0.6% |
| 7D | -5.6% | -0.3% | -5.2% | -5.3% |
| 30D | -26.8% | -6.6% | -20.2% | -20.0% |
| 3M | -19.4% | -2.6% | -16.9% | -16.7% |
| 6M | +12.3% | +0.5% | +11.8% | +9.7% |
| YTD | -32.9% | +7.1% | -40.0% | -40.8% |
| 1Y | -40.3% | +8.1% | -48.4% | -48.1% |
| 3Y | -19.1% | +61.2% | -80.2% | -62.3% |
| All | +2.9% | +86.5% | -83.6% | -60.0% |
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