+61.9%
D vs JEPI
+30.9%
+31.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.1% |
| 7D | +0.8% | -0.2% | +1.0% | +0.9% |
| 30D | -0.7% | -0.6% | -0.2% | -0.3% |
| 3M | +2.1% | +4.8% | -2.7% | -1.8% |
| 6M | +6.8% | +2.1% | +4.7% | +5.0% |
| YTD | +16.5% | +4.8% | +11.7% | +12.0% |
| 1Y | +19.2% | +8.4% | +10.7% | +11.1% |
| 3Y | +61.9% | +30.8% | +31.1% | +20.3% |
| All | +61.9% | +30.9% | +31.0% | +20.3% |
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