+889.8%
NVDA vs JEPI
+41.5%
+848.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -1.5% |
| 7D | -5.1% | -1.0% | -4.1% | -3.1% |
| 30D | -2.5% | -1.4% | -1.1% | +0.4% |
| 3M | +6.7% | +3.5% | +3.1% | -1.3% |
| 6M | +17.6% | +1.9% | +15.7% | +12.3% |
| YTD | +17.3% | +4.4% | +12.9% | +6.1% |
| 1Y | +23.5% | +7.2% | +16.3% | +4.9% |
| 3Y | +384.6% | +29.8% | +354.9% | +165.4% |
| All | +889.8% | +41.5% | +848.3% | +367.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling