+384.8%
NVDA vs JEPI
+29.2%
+355.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.4% |
| 7D | -4.3% | -2.0% | -2.3% | -0.8% |
| 30D | +0.5% | -2.0% | +2.5% | +4.1% |
| 3M | +9.1% | +3.8% | +5.3% | +1.9% |
| 6M | +18.5% | +0.8% | +17.6% | +16.3% |
| YTD | +17.4% | +3.7% | +13.6% | +9.3% |
| 1Y | +23.4% | +7.1% | +16.3% | +7.7% |
| All | +384.8% | +29.2% | +355.6% | +203.2% |
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