+45.4%
NU vs JEPI
+37.7%
+7.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +1.1% |
| 7D | -4.2% | -2.0% | -2.2% | -0.3% |
| 30D | +10.0% | -2.0% | +12.1% | +14.6% |
| 3M | +29.3% | +3.8% | +25.5% | +20.7% |
| 6M | +0.9% | +0.8% | +0.1% | -0.1% |
| YTD | -10.3% | +3.7% | -14.0% | -15.9% |
| 1Y | -3.2% | +7.1% | -10.3% | -14.5% |
| 3Y | +120.6% | +29.4% | +91.2% | +35.6% |
| All | +45.4% | +37.7% | +7.7% | -15.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling