+13.2%
FSLR vs JEPI
+29.8%
-16.6%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.6% | -4.2% | -4.0% |
| 7D | +0.2% | -1.1% | +1.4% | +1.7% |
| 30D | -15.1% | -1.3% | -13.9% | -13.7% |
| 3M | -22.5% | +3.3% | -25.9% | -25.7% |
| 6M | +4.0% | +1.0% | +2.9% | +2.7% |
| YTD | -22.3% | +4.2% | -26.5% | -26.5% |
| 1Y | 0.0% | +7.9% | -7.9% | -9.4% |
| All | +13.2% | +29.8% | -16.6% | -29.2% |
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 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