+31.9%
NXPI vs JEPQ
+8.1%
+23.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | -0.5% |
| 7D | +5.3% | -4.9% | +10.2% | +13.4% |
| 30D | +9.5% | -6.7% | +16.2% | +21.4% |
| 3M | +12.0% | -3.0% | +15.1% | +16.9% |
| 6M | -8.1% | +1.4% | -9.5% | -8.6% |
| YTD | +23.7% | +6.5% | +17.2% | +16.3% |
| 1Y | +31.9% | +8.4% | +23.5% | +21.9% |
| All | +31.9% | +8.1% | +23.8% | +21.9% |
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