+161.0%
DAL vs JEPI
+36.7%
+124.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | 0.0% |
| 7D | -1.1% | +2.7% | -3.8% | -7.0% |
| 30D | +12.8% | +2.5% | +10.3% | +6.6% |
| 3M | -5.3% | +1.9% | -7.2% | -9.2% |
| 6M | +22.4% | +7.7% | +14.6% | +3.5% |
| YTD | +25.6% | +8.2% | +17.5% | +5.7% |
| 1Y | +45.5% | +10.4% | +35.1% | +17.1% |
| 3Y | +161.0% | +36.5% | +124.4% | +37.0% |
| All | +161.0% | +36.7% | +124.3% | +37.0% |
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