+171.0%
EBAY vs JEPI
+93.4%
+77.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.3% |
| 7D | -3.0% | -1.1% | -1.9% | -1.6% |
| 30D | -3.6% | -1.3% | -2.3% | -2.0% |
| 3M | -4.4% | +3.3% | -7.8% | -8.4% |
| 6M | +12.1% | +1.0% | +11.1% | +10.6% |
| YTD | +19.9% | +4.2% | +15.7% | +13.7% |
| 1Y | +13.4% | +7.9% | +5.4% | +2.8% |
| 3Y | +150.5% | +30.0% | +120.5% | +73.8% |
| 5Y | +54.8% | +40.9% | +13.9% | -2.9% |
| All | +171.0% | +93.4% | +77.6% | +28.6% |
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 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