-99.9%
AMIX vs JEPI
+25.2%
-125.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -16.0% | -2.0% | -14.1% | -15.0% |
| 30D | -55.4% | 0.0% | -55.4% | -55.3% |
| 3M | -87.5% | -0.8% | -86.7% | -87.4% |
| 6M | -81.2% | +3.2% | -84.4% | -81.7% |
| YTD | -86.8% | +4.7% | -91.5% | -87.3% |
| 1Y | -91.6% | +8.0% | -99.6% | -92.1% |
| All | -99.9% | +25.2% | -125.1% | -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