+40.7%
AMC vs JEPI
+9.7%
+31.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.6% | +1.5% |
| 7D | +5.5% | +0.6% | +4.9% | +5.4% |
| 30D | +16.1% | +1.6% | +14.5% | +14.0% |
| 3M | +43.0% | +1.3% | +41.7% | +41.1% |
| 6M | +130.7% | +6.5% | +124.2% | +104.2% |
| YTD | +121.8% | +6.9% | +114.8% | +92.6% |
| 1Y | +40.7% | +9.4% | +31.2% | +12.6% |
| All | +40.7% | +9.7% | +31.0% | +12.6% |
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 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