+151.4%
NXPI vs JEPI
+94.5%
+56.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -0.5% |
| 7D | +0.7% | -0.2% | +0.9% | +1.1% |
| 30D | -6.6% | -0.6% | -6.0% | -5.5% |
| 3M | -25.4% | +4.8% | -30.2% | -32.5% |
| 6M | +11.9% | +2.1% | +9.8% | +7.1% |
| YTD | +4.0% | +4.8% | -0.8% | -5.5% |
| 1Y | +1.0% | +8.4% | -7.4% | -14.1% |
| 3Y | +16.3% | +30.8% | -14.5% | -29.1% |
| 5Y | +17.7% | +41.0% | -23.3% | -35.6% |
| All | +151.4% | +94.5% | +56.9% | -30.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling