+11.9%
ACN vs JEPI
+10.9%
+1.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +2.0% |
| 7D | +8.6% | +1.5% | +7.1% | +6.8% |
| 30D | +36.6% | +3.6% | +33.0% | +31.5% |
| 3M | +56.3% | +2.3% | +54.0% | +52.8% |
| 6M | +49.7% | +5.6% | +44.0% | +41.2% |
| YTD | +1.3% | +7.5% | -6.1% | -6.0% |
| 1Y | +11.9% | +10.6% | +1.3% | -0.1% |
| All | +11.9% | +10.9% | +1.0% | -0.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling