+7.4%
DASH vs JEPI
+41.4%
-34.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.3% | -3.9% |
| 7D | -10.6% | -0.3% | -10.2% | -9.9% |
| 30D | +2.2% | +0.1% | +2.0% | +1.9% |
| 3M | +32.3% | +4.8% | +27.5% | +20.9% |
| 6M | +19.1% | +1.0% | +18.1% | +17.3% |
| YTD | -6.5% | +5.5% | -12.0% | -15.9% |
| 1Y | -14.9% | +9.2% | -24.1% | -28.7% |
| 3Y | +151.9% | +31.2% | +120.8% | +39.8% |
| All | +7.4% | +41.4% | -34.0% | -49.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling