+101.5%
DAL vs JEPI
+32.2%
+69.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.6% |
| 7D | +0.1% | -0.3% | +0.5% | +0.9% |
| 30D | -13.9% | +0.1% | -14.1% | -14.2% |
| 3M | +1.1% | +4.8% | -3.7% | -8.7% |
| 6M | +26.2% | +1.0% | +25.2% | +24.2% |
| YTD | +16.4% | +5.5% | +10.9% | +4.0% |
| 1Y | +33.9% | +9.2% | +24.6% | +10.9% |
| All | +101.5% | +32.2% | +69.3% | +19.6% |
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