-24.1%
NU vs JEPQ
+8.1%
-32.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.4% | +2.4% |
| 7D | +0.2% | -4.9% | +5.1% | +5.3% |
| 30D | -21.0% | -6.7% | -14.3% | -15.2% |
| 3M | -16.3% | -3.0% | -13.3% | -13.9% |
| 6M | -15.3% | +1.4% | -16.7% | -18.9% |
| YTD | -28.4% | +6.5% | -34.8% | -35.9% |
| 1Y | -24.1% | +8.4% | -32.5% | -33.7% |
| All | -24.1% | +8.1% | -32.2% | -33.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling