-80.3%
FIG vs JEPI
+9.9%
-90.2%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.6% | -5.1% | -4.9% |
| 7D | -16.4% | -0.2% | -16.1% | -16.1% |
| 30D | -2.3% | -0.6% | -1.7% | -1.7% |
| 3M | +7.8% | +4.8% | +3.0% | +1.8% |
| 6M | -21.8% | +2.1% | -23.9% | -23.5% |
| YTD | -39.1% | +4.8% | -44.0% | -43.1% |
| 1Y | -56.6% | +8.4% | -65.1% | -60.9% |
| All | -80.3% | +9.9% | -90.2% | -81.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling