+335.3%
DINO vs JEPI
+93.4%
+241.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.5% |
| 7D | +2.0% | -1.1% | +3.1% | +3.2% |
| 30D | +27.7% | -1.3% | +29.0% | +29.4% |
| 3M | +56.3% | +3.3% | +52.9% | +50.3% |
| 6M | +107.6% | +1.0% | +106.6% | +103.7% |
| YTD | +140.2% | +4.2% | +135.9% | +126.7% |
| 1Y | +113.0% | +7.9% | +105.1% | +92.5% |
| 3Y | +100.1% | +30.0% | +70.0% | +46.9% |
| 5Y | +328.7% | +40.9% | +287.8% | +185.0% |
| All | +335.3% | +93.4% | +241.9% | +38.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling