+34.4%
NVDA vs JEPQ
+21.4%
+13.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.3% |
| 7D | +5.9% | +0.7% | +5.2% | +4.7% |
| 30D | +5.1% | +2.0% | +3.1% | +1.9% |
| 3M | +5.4% | +2.0% | +3.4% | +2.8% |
| 6M | +26.0% | +10.4% | +15.6% | +7.0% |
| YTD | +23.7% | +11.6% | +12.1% | +2.9% |
| 1Y | +34.4% | +20.7% | +13.7% | -11.8% |
| All | +34.4% | +21.4% | +13.0% | -11.8% |
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