+373.4%
FSLR vs JEPI
+92.4%
+281.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.6% |
| 7D | -0.1% | -2.0% | +1.9% | +2.5% |
| 30D | -14.0% | -2.0% | -12.0% | -11.8% |
| 3M | -16.9% | +3.8% | -20.7% | -20.7% |
| 6M | +4.7% | +0.8% | +3.9% | +3.7% |
| YTD | -20.7% | +3.7% | -24.4% | -24.4% |
| 1Y | +1.7% | +7.1% | -5.5% | -6.8% |
| 3Y | +13.1% | +29.4% | -16.3% | -19.0% |
| 5Y | +108.4% | +40.8% | +67.6% | +35.8% |
| All | +373.4% | +92.4% | +281.0% | +93.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling