+3,088.8%
BE vs JEPI
+95.7%
+2,993.0%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.4% | +7.7% | +8.3% |
| 7D | +20.0% | -0.3% | +20.3% | +21.0% |
| 30D | +7.9% | +0.1% | +7.8% | +7.5% |
| 3M | -13.2% | +4.8% | -18.0% | -22.9% |
| 6M | +53.5% | +1.0% | +52.5% | +50.8% |
| YTD | +191.0% | +5.5% | +185.5% | +155.7% |
| 1Y | +360.5% | +9.2% | +351.3% | +275.1% |
| 3Y | +1,568.0% | +31.2% | +1,536.8% | +757.1% |
| 5Y | +1,055.2% | +41.4% | +1,013.8% | +416.4% |
| All | +3,088.8% | +95.7% | +2,993.0% | +193.2% |
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 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