+240.7%
DOCN vs JEPI
+36.5%
+204.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.0% | +8.6% | +7.4% |
| 7D | +3.7% | -0.1% | +3.9% | +5.3% |
| 30D | -33.7% | +2.2% | -35.9% | -36.1% |
| 3M | -27.9% | +2.0% | -29.9% | -30.5% |
| 6M | -46.4% | +7.7% | -54.1% | -54.7% |
| YTD | +81.1% | +8.0% | +73.1% | +51.6% |
| 1Y | +74.3% | +9.7% | +64.6% | +40.2% |
| All | +240.7% | +36.5% | +204.2% | +65.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling