+252.3%
DAL vs JEPI
+93.4%
+158.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.9% |
| 7D | +0.8% | -1.1% | +1.9% | +3.0% |
| 30D | -11.7% | -1.3% | -10.5% | -9.5% |
| 3M | -2.7% | +3.3% | -6.1% | -8.4% |
| 6M | +30.7% | +1.0% | +29.7% | +28.9% |
| YTD | +14.4% | +4.2% | +10.1% | +6.6% |
| 1Y | +31.2% | +7.9% | +23.3% | +14.8% |
| 3Y | +99.4% | +30.0% | +69.4% | +29.8% |
| 5Y | +98.6% | +40.9% | +57.6% | +14.4% |
| All | +252.3% | +93.4% | +158.9% | +3.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling