-20.0%
DASH vs JEPI
+8.5%
-28.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.7% | -4.2% |
| 7D | -11.2% | -0.2% | -10.9% | -10.7% |
| 30D | -7.3% | -0.6% | -6.7% | -6.1% |
| 3M | +31.4% | +4.8% | +26.6% | +22.4% |
| 6M | +11.9% | +2.1% | +9.8% | +8.0% |
| YTD | -11.5% | +4.8% | -16.3% | -17.7% |
| 1Y | -20.0% | +8.4% | -28.5% | -29.5% |
| All | -20.0% | +8.5% | -28.5% | -29.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling