+28.1%
FSLR vs JEPI
+36.7%
-8.6%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | -14.8% | +2.7% | -17.5% | -17.6% |
| 30D | -4.3% | +2.5% | -6.8% | -7.5% |
| 3M | -23.4% | +1.9% | -25.3% | -25.3% |
| 6M | -26.9% | +7.7% | -34.7% | -33.4% |
| YTD | -34.4% | +8.2% | -42.5% | -40.7% |
| 1Y | -33.2% | +10.4% | -43.6% | -41.0% |
| 3Y | +28.1% | +36.5% | -8.5% | -33.9% |
| All | +28.1% | +36.7% | -8.6% | -33.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling