-99.9%
AMIX vs JEPI
+29.5%
-129.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.3% | -8.2% | -8.3% |
| 7D | -10.9% | +2.9% | -13.8% | -12.4% |
| 30D | -55.0% | +2.6% | -57.6% | -55.6% |
| 3M | -82.0% | +2.2% | -84.2% | -82.2% |
| 6M | -80.4% | +7.6% | -88.0% | -81.5% |
| YTD | -88.3% | +8.3% | -96.6% | -88.9% |
| 1Y | -92.4% | +9.7% | -102.1% | -92.9% |
| All | -99.9% | +29.5% | -129.5% | -100.0% |
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