-8.9%
DASH vs JEPI
+72.9%
-81.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -2.6% |
| 7D | -4.1% | +2.9% | -7.0% | -9.5% |
| 30D | -10.6% | +2.6% | -13.2% | -14.5% |
| 3M | -18.8% | +2.2% | -21.0% | -21.7% |
| 6M | +11.2% | +7.6% | +3.6% | -2.5% |
| YTD | -23.8% | +8.3% | -32.1% | -34.1% |
| 1Y | -12.2% | +9.7% | -21.9% | -26.1% |
| 3Y | +97.3% | +36.7% | +60.6% | +5.1% |
| 5Y | -29.8% | +44.4% | -74.2% | -65.6% |
| All | -8.9% | +72.9% | -81.9% | -59.1% |
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