+182.1%
EBAY vs JEPI
+93.8%
+88.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +1.7% |
| 7D | +4.2% | -1.0% | +5.2% | +5.5% |
| 30D | +5.6% | -1.4% | +7.1% | +7.6% |
| 3M | -1.4% | +3.5% | -4.9% | -5.7% |
| 6M | +18.2% | +1.9% | +16.3% | +15.3% |
| YTD | +24.8% | +4.4% | +20.4% | +18.1% |
| 1Y | +18.0% | +7.2% | +10.8% | +7.9% |
| 3Y | +160.3% | +29.8% | +130.5% | +81.2% |
| 5Y | +62.1% | +41.7% | +20.4% | +1.0% |
| All | +182.1% | +93.8% | +88.3% | +33.6% |
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