+153.4%
NU vs JEPQ
+94.0%
+59.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -3.9% |
| 7D | -4.9% | -0.2% | -4.7% | -4.7% |
| 30D | +7.8% | +0.8% | +7.0% | +6.6% |
| 3M | +20.9% | +4.0% | +17.0% | +13.2% |
| 6M | +0.9% | +10.4% | -9.5% | -14.1% |
| YTD | -12.7% | +11.4% | -24.1% | -26.5% |
| 1Y | -6.4% | +18.9% | -25.3% | -28.9% |
| 3Y | +98.1% | +70.3% | +27.8% | -17.6% |
| All | +153.4% | +94.0% | +59.4% | +2.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling