+256.3%
ASX vs JEPI
+7.0%
+249.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.5% |
| 7D | +6.5% | -2.0% | +8.5% | +9.7% |
| 30D | +3.1% | -2.0% | +5.1% | +6.1% |
| 3M | +17.4% | +3.8% | +13.6% | +10.2% |
| 6M | +85.4% | +0.8% | +84.6% | +81.7% |
| YTD | +150.1% | +3.7% | +146.4% | +141.1% |
| 1Y | +256.3% | +7.1% | +249.2% | +235.0% |
| All | +256.3% | +7.0% | +249.3% | +235.0% |
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 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