+34.5%
BBY vs JEPI
+10.9%
+23.6%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.7% | +6.3% | +5.7% |
| 7D | +4.5% | +1.5% | +3.1% | +2.7% |
| 30D | +16.0% | +3.6% | +12.4% | +11.3% |
| 3M | +18.6% | +2.3% | +16.3% | +15.6% |
| 6M | +80.1% | +5.6% | +74.4% | +69.7% |
| YTD | +57.4% | +7.5% | +50.0% | +40.4% |
| 1Y | +34.5% | +10.6% | +23.9% | +12.0% |
| All | +34.5% | +10.9% | +23.6% | +12.0% |
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