+17.6%
ABNB vs JEPI
+67.4%
-49.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +0.4% |
| 7D | -6.5% | -1.0% | -5.5% | -4.8% |
| 30D | -5.5% | -1.4% | -4.1% | -3.1% |
| 3M | +30.0% | +3.5% | +26.5% | +23.1% |
| 6M | +27.6% | +1.9% | +25.7% | +24.0% |
| YTD | +25.4% | +4.4% | +21.0% | +17.1% |
| 1Y | +38.3% | +7.2% | +31.1% | +23.8% |
| 3Y | +15.5% | +29.8% | -14.3% | -23.7% |
| 5Y | +3.0% | +41.7% | -38.7% | -39.3% |
| All | +17.6% | +67.4% | -49.8% | -21.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling