+911.8%
HUT vs JEPI
+100.7%
+811.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.1% | -7.0% | -6.7% |
| 7D | +9.3% | +2.7% | +6.6% | +1.4% |
| 30D | -23.1% | +2.5% | -25.6% | -29.6% |
| 3M | -30.6% | +1.9% | -32.5% | -35.2% |
| 6M | -46.9% | +7.7% | -54.6% | -58.5% |
| YTD | +25.3% | +8.2% | +17.2% | 0.0% |
| 1Y | +59.8% | +10.4% | +49.4% | +20.5% |
| 3Y | +467.2% | +36.5% | +430.7% | +145.0% |
| 5Y | -24.6% | +44.2% | -68.8% | -68.6% |
| All | +911.8% | +100.7% | +811.1% | +63.8% |
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 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