+46.4%
BBY vs JEPI
+92.4%
-46.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.9% |
| 7D | +0.7% | -2.0% | +2.7% | +4.1% |
| 30D | +5.8% | -2.0% | +7.8% | +9.4% |
| 3M | +18.0% | +3.8% | +14.2% | +11.2% |
| 6M | +39.8% | +0.8% | +39.0% | +37.7% |
| YTD | +35.4% | +3.7% | +31.7% | +27.1% |
| 1Y | +21.4% | +7.1% | +14.3% | +8.5% |
| 3Y | +39.5% | +29.4% | +10.1% | -5.7% |
| 5Y | -0.5% | +40.8% | -41.2% | -40.3% |
| All | +46.4% | +92.4% | -46.1% | -46.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling