+334.1%
DINO vs JEPI
+93.8%
+240.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.6% |
| 7D | +2.3% | -1.0% | +3.3% | +3.4% |
| 30D | +22.6% | -1.4% | +24.1% | +24.5% |
| 3M | +55.2% | +3.5% | +51.7% | +49.0% |
| 6M | +93.8% | +1.9% | +91.8% | +88.2% |
| YTD | +139.5% | +4.4% | +135.1% | +125.6% |
| 1Y | +115.3% | +7.2% | +108.1% | +96.3% |
| 3Y | +98.8% | +29.8% | +69.0% | +46.3% |
| 5Y | +333.5% | +41.7% | +291.8% | +185.8% |
| All | +334.1% | +93.8% | +240.3% | +38.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling