-24.8%
ETHA vs JEPI
+10.9%
-35.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.7% | +4.0% | +1.8% |
| 7D | +2.1% | +1.5% | +0.7% | -1.2% |
| 30D | -10.7% | +3.6% | -14.2% | -17.6% |
| 3M | +29.0% | +2.3% | +26.7% | +22.3% |
| 6M | +2.7% | +5.6% | -3.0% | -9.9% |
| YTD | -18.7% | +7.5% | -26.1% | -29.9% |
| 1Y | -24.8% | +10.6% | -35.4% | -40.5% |
| All | -24.8% | +10.9% | -35.8% | -40.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling