-29.3%
DASH vs JEPI
+44.0%
-73.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.3% |
| 7D | -4.5% | +2.7% | -7.3% | -9.8% |
| 30D | -6.8% | +2.5% | -9.3% | -11.0% |
| 3M | -20.7% | +1.9% | -22.6% | -23.2% |
| 6M | +15.1% | +7.7% | +7.3% | 0.0% |
| YTD | -24.3% | +8.2% | -32.4% | -34.9% |
| 1Y | -12.1% | +10.4% | -22.5% | -27.6% |
| 3Y | +91.1% | +36.5% | +54.5% | -2.8% |
| All | -29.3% | +44.0% | -73.4% | -67.9% |
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 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