-6.9%
GEHC vs JEPI
+9.5%
-16.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.9% | -0.6% |
| 7D | -4.0% | -0.3% | -3.7% | -3.4% |
| 30D | -2.0% | +0.1% | -2.1% | -2.2% |
| 3M | +8.0% | +4.8% | +3.2% | -1.4% |
| 6M | -12.8% | +1.0% | -13.8% | -14.0% |
| YTD | -15.9% | +5.5% | -21.4% | -23.9% |
| 1Y | -6.9% | +9.2% | -16.1% | -20.8% |
| All | -6.9% | +9.5% | -16.5% | -20.8% |
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