+79.0%
DLR vs JEPI
+94.5%
-15.5%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.4% |
| 7D | +3.4% | -0.2% | +3.6% | +3.7% |
| 30D | -2.2% | -0.6% | -1.6% | -1.5% |
| 3M | +4.7% | +4.8% | -0.1% | -1.4% |
| 6M | +9.0% | +2.1% | +6.9% | +6.1% |
| YTD | +24.1% | +4.8% | +19.3% | +16.9% |
| 1Y | +20.9% | +8.4% | +12.5% | +9.0% |
| 3Y | +60.0% | +30.8% | +29.2% | +12.7% |
| 5Y | +35.3% | +41.0% | -5.7% | -12.8% |
| All | +79.0% | +94.5% | -15.5% | -24.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling