+1,683.3%
BE vs JEPI
+29.8%
+1,653.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -1.6% |
| 7D | +23.9% | -1.1% | +25.1% | +27.0% |
| 30D | +27.8% | -1.3% | +29.1% | +31.4% |
| 3M | +3.7% | +3.3% | +0.4% | -4.1% |
| 6M | +78.0% | +1.0% | +77.0% | +73.9% |
| YTD | +209.9% | +4.2% | +205.7% | +183.3% |
| 1Y | +389.6% | +7.9% | +381.7% | +319.3% |
| All | +1,683.3% | +29.8% | +1,653.5% | +755.8% |
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