+45.0%
BBY vs JEPI
+30.1%
+14.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.4% | +1.9% |
| 7D | +0.6% | -1.0% | +1.6% | +2.3% |
| 30D | +9.4% | -1.4% | +10.8% | +12.2% |
| 3M | +19.3% | +3.5% | +15.8% | +12.5% |
| 6M | +47.9% | +1.9% | +46.0% | +43.0% |
| YTD | +39.6% | +4.4% | +35.1% | +28.9% |
| 1Y | +22.2% | +7.2% | +15.0% | +7.9% |
| 3Y | +45.0% | +29.8% | +15.2% | -2.2% |
| All | +45.0% | +30.1% | +14.9% | -2.2% |
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