+187.5%
NVT vs JEPI
+30.1%
+157.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.7% | +4.0% | +3.4% |
| 7D | +4.1% | -1.0% | +5.1% | +6.0% |
| 30D | -5.1% | -1.4% | -3.7% | -2.7% |
| 3M | -1.2% | +3.5% | -4.7% | -7.7% |
| 6M | +46.6% | +1.9% | +44.6% | +41.1% |
| YTD | +60.0% | +4.4% | +55.6% | +47.2% |
| 1Y | +70.8% | +7.2% | +63.6% | +49.7% |
| 3Y | +187.5% | +29.8% | +157.8% | +74.9% |
| All | +187.5% | +30.1% | +157.5% | +74.9% |
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