+360.5%
BE vs JEPI
+9.5%
+351.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.4% | +7.7% | +8.4% |
| 7D | +20.0% | -0.3% | +20.3% | +21.2% |
| 30D | +7.9% | +0.1% | +7.8% | +7.4% |
| 3M | -13.2% | +4.8% | -18.0% | -25.3% |
| 6M | +53.5% | +1.0% | +52.5% | +49.3% |
| YTD | +191.0% | +5.5% | +185.5% | +140.6% |
| 1Y | +360.5% | +9.2% | +351.3% | +219.2% |
| All | +360.5% | +9.5% | +351.0% | +219.2% |
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 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