+1,632.9%
HUT vs JEPI
+93.8%
+1,539.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.7% | +8.1% | +6.7% |
| 7D | +5.4% | -1.0% | +6.4% | +8.8% |
| 30D | +8.6% | -1.4% | +10.0% | +13.3% |
| 3M | -15.2% | +3.5% | -18.8% | -24.6% |
| 6M | +92.9% | +1.9% | +90.9% | +83.3% |
| YTD | +114.6% | +4.4% | +110.2% | +92.3% |
| 1Y | +208.5% | +7.2% | +201.3% | +158.8% |
| 3Y | +821.5% | +29.8% | +791.7% | +371.0% |
| 5Y | +101.8% | +41.7% | +60.1% | -8.7% |
| All | +1,632.9% | +93.8% | +1,539.1% | +214.9% |
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 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