+53.5%
ALAB vs JEPI
+9.7%
+43.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.2% |
| 7D | +16.3% | +2.7% | +13.6% | +9.0% |
| 30D | -26.1% | +2.5% | -28.7% | -28.4% |
| 3M | -31.3% | +1.9% | -33.2% | -32.9% |
| 6M | -1.0% | +7.7% | -8.7% | -13.6% |
| YTD | +33.3% | +8.2% | +25.2% | +16.2% |
| 1Y | +53.5% | +10.4% | +43.2% | +28.7% |
| All | +53.5% | +9.7% | +43.8% | +28.7% |
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 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