+82.2%
EQIX vs JEPI
+93.4%
-11.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +1.0% |
| 7D | +2.3% | -1.1% | +3.5% | +3.9% |
| 30D | +0.4% | -1.3% | +1.7% | +2.2% |
| 3M | -1.1% | +3.3% | -4.5% | -5.5% |
| 6M | +11.5% | +1.0% | +10.5% | +9.8% |
| YTD | +38.2% | +4.2% | +34.0% | +30.3% |
| 1Y | +36.7% | +7.9% | +28.7% | +22.8% |
| 3Y | +44.1% | +30.0% | +14.0% | -0.3% |
| 5Y | +34.8% | +40.9% | -6.1% | -15.4% |
| All | +82.2% | +93.4% | -11.2% | -26.2% |
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