-26.0%
FSLR vs JEPI
+10.9%
-36.9%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.7% | +3.0% | +2.1% |
| 7D | +10.3% | +1.5% | +8.9% | +7.9% |
| 30D | +10.4% | +3.6% | +6.9% | +4.8% |
| 3M | -20.2% | +2.3% | -22.5% | -22.9% |
| 6M | -8.0% | +5.6% | -13.6% | -14.7% |
| YTD | -25.5% | +7.5% | -33.0% | -34.9% |
| 1Y | -26.0% | +10.6% | -36.6% | -38.8% |
| All | -26.0% | +10.9% | -36.9% | -38.8% |
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