+48.6%
ENTG vs JEPI
+30.1%
+18.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.5% | +0.2% |
| 7D | +1.2% | -1.0% | +2.2% | +4.0% |
| 30D | -12.9% | -1.4% | -11.4% | -9.5% |
| 3M | -3.1% | +3.5% | -6.6% | -13.0% |
| 6M | +21.0% | +1.9% | +19.1% | +14.1% |
| YTD | +67.0% | +4.4% | +62.6% | +48.5% |
| 1Y | +68.6% | +7.2% | +61.4% | +40.4% |
| 3Y | +48.6% | +29.8% | +18.9% | -14.6% |
| All | +48.6% | +30.1% | +18.6% | -14.6% |
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 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