+102.0%
DINO vs JEPI
+10.9%
+91.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +1.7% | -9.4% | -6.3% |
| 7D | -6.6% | +1.5% | -8.1% | -5.3% |
| 30D | -9.2% | +3.6% | -12.8% | -6.7% |
| 3M | +19.2% | +2.3% | +16.9% | +21.8% |
| 6M | +47.6% | +5.6% | +41.9% | +53.7% |
| YTD | +132.2% | +7.5% | +124.8% | +138.1% |
| 1Y | +102.0% | +10.6% | +91.4% | +103.7% |
| All | +102.0% | +10.9% | +91.1% | +103.7% |
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