-5.2%
DASH vs JEPI
+67.1%
-72.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.3% |
| 7D | +0.4% | -2.0% | +2.3% | +4.9% |
| 30D | -6.0% | 0.0% | -6.0% | -5.4% |
| 3M | -15.8% | -0.8% | -15.0% | -13.7% |
| 6M | +7.0% | +3.2% | +3.7% | +1.8% |
| YTD | -20.7% | +4.7% | -25.3% | -26.6% |
| 1Y | -8.5% | +8.0% | -16.5% | -20.5% |
| 3Y | +101.8% | +32.3% | +69.5% | +14.8% |
| 5Y | -9.6% | +40.5% | -50.1% | -52.8% |
| All | -5.2% | +67.1% | -72.3% | -54.4% |
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