+791.3%
ANET vs JEPI
+41.5%
+749.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.7% | +4.9% | +4.4% |
| 7D | +3.0% | -1.0% | +4.0% | +4.9% |
| 30D | -5.2% | -1.4% | -3.8% | -2.7% |
| 3M | +27.6% | +3.5% | +24.1% | +19.9% |
| 6M | +44.4% | +1.9% | +42.5% | +39.8% |
| YTD | +52.3% | +4.4% | +47.9% | +41.4% |
| 1Y | +30.4% | +7.2% | +23.2% | +15.6% |
| 3Y | +313.3% | +29.8% | +283.5% | +167.5% |
| All | +791.3% | +41.5% | +749.8% | +407.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling