+96.4%
AEHR vs JEPI
+30.1%
+66.3%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | -1.1% |
| 7D | +9.8% | -1.0% | +10.8% | +12.8% |
| 30D | -26.7% | -1.4% | -25.3% | -24.1% |
| 3M | -8.1% | +3.5% | -11.6% | -18.5% |
| 6M | +123.1% | +1.9% | +121.1% | +112.5% |
| YTD | +369.0% | +4.4% | +364.6% | +324.0% |
| 1Y | +256.4% | +7.2% | +249.2% | +204.3% |
| 3Y | +96.4% | +29.8% | +66.6% | +24.0% |
| All | +96.4% | +30.1% | +66.3% | +24.0% |
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