-4.5%
DASH vs JEPI
+70.6%
-75.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.3% | -3.4% |
| 7D | -4.8% | +0.3% | -5.1% | -5.0% |
| 30D | -7.9% | +1.4% | -9.4% | -10.1% |
| 3M | -16.3% | +1.3% | -17.6% | -17.8% |
| 6M | +10.4% | +6.3% | +4.0% | -1.0% |
| YTD | -20.1% | +6.8% | -26.9% | -29.1% |
| 1Y | -11.4% | +9.8% | -21.2% | -25.6% |
| 3Y | +114.1% | +36.0% | +78.1% | +14.9% |
| 5Y | -5.8% | +43.4% | -49.1% | -52.8% |
| All | -4.5% | +70.6% | -75.1% | -55.9% |
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