+149.4%
NTAP vs JEPI
+29.8%
+119.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.5% |
| 7D | +2.2% | -1.1% | +3.3% | +3.9% |
| 30D | -7.0% | -1.3% | -5.8% | -5.3% |
| 3M | +12.3% | +3.3% | +9.0% | +6.9% |
| 6M | +85.1% | +1.0% | +84.1% | +82.2% |
| YTD | +74.8% | +4.2% | +70.5% | +64.3% |
| 1Y | +52.7% | +7.9% | +44.7% | +36.4% |
| All | +149.4% | +29.8% | +119.6% | +78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 JEPI 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