+319.1%
DELL vs JEPI
+9.5%
+309.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +2.0% |
| 7D | +14.9% | -0.3% | +15.2% | +15.4% |
| 30D | +13.3% | +0.1% | +13.1% | +13.1% |
| 3M | +24.4% | +4.8% | +19.6% | +16.3% |
| 6M | +258.0% | +1.0% | +257.0% | +268.0% |
| YTD | +320.2% | +5.5% | +314.7% | +300.1% |
| 1Y | +319.1% | +9.2% | +309.8% | +277.6% |
| All | +319.1% | +9.5% | +309.5% | +277.6% |
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 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