+267.5%
ASX vs JEPI
+9.5%
+257.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.8% |
| 7D | -0.7% | -0.3% | -0.4% | -0.2% |
| 30D | +2.0% | +0.1% | +1.8% | +1.6% |
| 3M | -1.3% | +4.8% | -6.1% | -8.5% |
| 6M | +71.4% | +1.0% | +70.4% | +67.2% |
| YTD | +135.3% | +5.5% | +129.8% | +121.3% |
| 1Y | +267.5% | +9.2% | +258.3% | +237.4% |
| All | +267.5% | +9.5% | +257.9% | +237.4% |
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