+55.3%
BE vs JEPI
+10.9%
+44.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.7% | -8.0% | -11.0% |
| 7D | -12.1% | +1.5% | -13.6% | -15.9% |
| 30D | -30.1% | +3.6% | -33.6% | -36.8% |
| 3M | -12.1% | +2.3% | -14.4% | -17.6% |
| 6M | -30.6% | +5.6% | -36.2% | -41.3% |
| YTD | +130.6% | +7.5% | +123.2% | +76.8% |
| 1Y | +55.3% | +10.6% | +44.7% | +4.4% |
| All | +55.3% | +10.9% | +44.4% | +4.4% |
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