+156.8%
BITO vs JEPI
+30.1%
+126.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -1.0% |
| 7D | -3.4% | -1.0% | -2.4% | -2.1% |
| 30D | +21.4% | -1.4% | +22.8% | +23.9% |
| 3M | +20.5% | +3.5% | +16.9% | +14.7% |
| 6M | +7.4% | +1.9% | +5.4% | +4.5% |
| YTD | -13.9% | +4.4% | -18.3% | -18.5% |
| 1Y | -35.1% | +7.2% | -42.3% | -40.5% |
| 3Y | +156.8% | +29.8% | +127.1% | +94.8% |
| All | +156.8% | +30.1% | +126.8% | +94.8% |
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